Post by Amy Obert, CFP®, CWS®, ChFC®

We are hiring! Senior Regional Manager for Schwab Wealth Advisory (SWA) | Walnut Creek, CA. I’m excited to share that we are hiring a Senior Regional Manager for Schwab Wealth Advisory (SWA) in Walnut Creek, CA—and this is just the beginning. This role will be the foundational leader in a new SWA location that we are establishing to support growth and deepen our presence in the Bay Area. As we scale, this hire will play a critical role in shaping the team, culture, and execution from the ground up. This is a unique opportunity for a leader who: - Thrives in building and leading high-performing teams - Is passionate about coaching advisors and driving strong client outcomes - Brings a strategic mindset paired with strong operational execution - Wants to have a direct impact on growing a new SWA location This position represents the first of several team leader hires we anticipate for Walnut Creek as we continue to invest in our people and our clients. If you’re interested in learning more—or know someone who would be a great fit—please reach out to me directly or explore opportunities with Schwab Wealth Advisory. Link to Jobs at Schwab to apply: https://lnkd.in/gN7j3m5B #Hiring #Leadership #WealthManagement #Schwab #SWA #WalnutCreek #Careers #FinancialServices Steve Stevens, Andy Van Horn, CFP®, Neil J. O'Keeffe, MBA, AWMA, CWS, Courtney Davis, Ernie Holloway, MS, MBA, MPAS™, CFP®, CWS®, Eric Nielsen, CFP®, John Courier, CFA, Blake Lazear CFP®, Bryan Olson, CFA®, CFP®, Robert M. Hammond III, CFP®, Jennifer Robinson, CFP®, Jeannie Bidner, CFP®, Luke Andreassen, Glenda Bautista, Kim Swanson, Ming Chen, Ming Lo, Eileen Bader