Director, Wealth Management Coaching & Consulting – Heartland Region
Denver, Colorado, United States · On-site
$175k–$245k/yr
Senior+$18B raised
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We …
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring …
Skills: Commercial real estate, Brokerage, Advisory services, Data analysis, Market research
The Opportunity Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skill…
Skills: Public accounting, Consulting, Financial audits, IT audits, System and Organization Controls
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s…
Dive in and do the best work of your career at DigitalOcean. Journey alongside a strong community of top talent who are relentless in their drive to build the simplest scalable cloud. If you have a growth mindset, natura…
Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and …
The Claims Processor II is responsible for ensuring the accurate and timely processing of all UB, HCFA and Dental claims submitted by external providers for participant care per company and CMS guidelines. This position …
Skills: Claims processing, Medical billing, Medical coding, Data entry, Customer service
Fanatics
Associate Trader - Part Time
Denver, Colorado, United States · On-site
Entry level$4.9B raised
About Us Fanatics is building a leading global digital sports platform. We ignite the passions of global sports fans and maximize the presence and reach for our hundreds of sports partners globally by offering products a…
Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining in…
Skills: Sales, PEO Sales, HCM, Prospecting, Relationship building
About Judi Health Judi Health is a health technology company providing benefit administration solutions to employers, unions, health plans, and government entities. Judi Health replaces fragmented, outdated systems with …
Skills: Medical claim pricing, Provider reimbursement, Medicare-based pricing, Reference-based pricing, Data analysis
We are looking for full time, in person Entry Level Assurance Associates in our Denver office for the following start timeframes: Spring 2027 Application Deadline: October 2, 2026 at 12:00 PM MST. Early applicants will b…
Skills: Auditing, Financial analysis, Accounting, Business trends research, Client engagement
Marriott International Hotels, Inc.
Assistant General Manager
Denver, Colorado, United States · On-site
$90k–$111k/yr
Mid level
JOB SUMMARY Responsible for supporting all aspects of the operation including guest and employee satisfaction, human resources, financial performance, sales and revenue generation and delivering a return on investment. A…
Skills: Operational management, Financial management, Guest satisfaction, Team leadership, Human resources
Position: Associate Director of Operations Compensation: Pursuant to Colorado regulations, if this job is performed in Colorado, the salary range is $140,000 - $150,000 plus bonus potential. Eligible to participate in t…
Skills: Portfolio management, Financial performance analysis, Team leadership, Client relations, Business development
About Grassi After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the larg…
Are you inspired by challenging the status quo? Do you thrive in collaborative environments that drive results? If so, Gates could be for you. Gates is a leading manufacturer of application-specific fluid power and power…
Skills: Strategic planning, Financial modeling, Data analytics, Market intelligence, Business case development
About Our Job With competitive pay, great benefits, and endless opportunities, working for the City and County of Denver means seeing yourself working with purpose — for you, and those who benefit from your passion, skil…
Ibotta is seeking a Procurement Manager to join our innovative team and contribute to our mission to Make Every Purchase Rewarding. This team member will own Ibotta’s efforts to ensure that every dollar spent is done so …
Denver Internal Audit and Financial Advisory Intern - 2027
Denver, Colorado, United States · Hybrid
$28/hr–$38/hr
Entry level
JOB REQUISITION Denver Internal Audit and Financial Advisory Intern - 2027 LOCATION DENVER ADDITIONAL LOCATION(S) JOB DESCRIPTION Are You Ready to Live Something Different with Protiviti? The Protiviti career provides an…
Year Round COLLABORATION | AUTHENTICITY | PURPOSE | EMPOWERMENT Alterra Mountain Company is a family of iconic year-round mountain destinations, the world’s largest heli-skiing operation, and Ikon Pass - the premier ski …
Philanthropy Data Operations Coordinator Denver, CO Rocky Mountain Public Media, Inc. (RMPM) is the parent company of Rocky Mountain PBS, KUVO Jazz, and The Drop. Over a million Coloradans turn to Rocky Mountain PBS, KUV…
Skills: CRM Administration, Data Governance, Gift Processing, Financial Reconciliation, Data Analysis
Director, Wealth Management Coaching & Consulting – Heartland Region
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$175k–$245k/yr
Full-time
bachelor degree, postgraduate degree, professional certificate
Bonus opportunities, Incentive opportunities
Posted 11d ago
Apply by Sep 12
~40 hrs/week
Responsibilities
The Director drives consultant effectiveness and business growth across the Heartland Region through strategic coaching and development of wealth management professionals. This role evaluates performance trends and implements actionable strategies to improve advisor capabilities, client outcomes, and market share.
Requirements
Candidates must hold a Bachelor's degree, FINRA Series 7 and 66 licenses, and possess over 10 years of experience in the financial services industry. A minimum of 7 years in sales leadership, coaching, or advisor development is required, along with the ability to travel up to 50% of the time.
Full job description
Your Opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location identified.
The Director, Wealth Management Coaching & Consulting plays a critical role in advancing Schwab’s Modern Wealth Management experience across the Heartland Region. Partnering closely with branch leaders and wealth management professionals, this role drives consultant effectiveness, enhances client engagement, and supports business growth through coaching, development, and strategic consultation. Success in this position requires the ability to evaluate performance trends, identify opportunities, and implement actionable strategies that improve advisor capabilities, client outcomes, retention, and market share.
This leader leverages deep wealth management expertise, financial planning knowledge, and data-driven decision making to influence change, strengthen adoption of best practices, and elevate client-centric behaviors. Working across branches and regional partners, the role requires strong collaboration, adaptability, and business judgment to balance strategic priorities, manage risk, and drive continuous improvement. Frequent travel throughout the region supports in-person coaching, relationship building, and execution of growth initiatives.
What you have
Required Qualifications
Bachelor’s degree required.
FINRA Series 7 and Series 66 licenses required.
10+ years of experience in the financial services industry.
7+ years of sales leadership, coaching, consulting, or advisor development experience.
Comprehensive knowledge of wealth management, financial planning, and client engagement strategies.
Demonstrated ability to coach and develop professionals through structured consulting and performance improvement approaches.
Deep understanding of brokerage, advisory, and banking products and services.
Ability to leverage data, metrics, and business insights to identify trends and develop action plans that drive results.
Strong business judgment with the ability to prioritize competing opportunities and effectively manage risk.
Excellent verbal and written communication skills with the ability to influence diverse audiences.
Ability to travel approximately 50% and reside within the Heartland Region (Edina, MN; Omaha, NE; Denver, CO).
Preferred Qualifications
MBA
Industry certifications such as CFP®, CIMA®, CFA®, or CWS®.
Experience leading large-scale organizational change, growth, or business transformation initiatives.
Advanced proficiency with Microsoft Excel and PowerPoint.
Experience driving adoption of practice management frameworks and advisor development programs.
Strong partnership, collaboration, and stakeholder management capabilities.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Related keywords
Wealth ManagementFinancial PlanningFINRA Series 7FINRA Series 66Sales LeadershipCoachingConsultingAdvisor DevelopmentPerformance ImprovementData-driven Decision MakingBusiness JudgmentClient EngagementStrategic ConsultationRisk ManagementBrokerageAdvisory
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.
Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.
Social Media Disclosures: https://www.aboutschwab.com/social-media
(#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
BrokerageBankingFinancial ConsultingFinancial Products and ServicesPortfolio ManagementAdvisor ServicesRetirement Plan ServicesSpecialty Brokerage Servicesand Mutual Fund Clearing ServicesFinance
How much do Finance & Accounting jobs in Denver, CO pay?
Based on 1165 listings with disclosed salaries, most finance & accounting jobs in Denver, CO pay between $42k–$150k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Denver, CO right now?
There are currently 1,395 open finance & accounting positions in Denver, CO listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Denver, CO?
Companies currently hiring include DaVita Kidney Care, H&R Block, Janus Henderson Investors, Capital Rx, Symmetry Financial Group, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Denver, CO?
Yes — 636 of the 1395 open finance & accounting positions offer remote or hybrid work (145 remote, 491 hybrid).
How do I apply for Finance & Accounting jobs in Denver, CO?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.