Charles Schwab Bank

Orange County Regional Director, Wealth and Asset Management

Other, CA · Financial Planning/Advice · Posted Sep 22, 2026

Excerpt from Charles Schwab Bank's posting

Collaborate across WAMS and with business development, wealth management, banking, product, marketing and investment partners to deliver a coordinated experience.

Read the full description on Charles Schwab Bank's site (opens in a new tab)

Hiring intel

How long this role has been open, and what it pays elsewhere

Time open, reposts at this bank, and posted pay for this title across banks, built from the nightly checks.

See the intel Pass holders. See the passes.

Saved roles line up on your compare table.

Going for this role? The two-week coaching sprint is four one-hour sessions over two weeks, for bankers going for a specific role at a specific bank.

Similar roles

  1. Business Solutions Advisor - Orange County North Market

    Bank of America

    • Fountain Valley
    $26.00 – $34.67 an hour
  2. Business Solutions Advisor - Orange County South Market

    Bank of America

    • Newport Beach, CA
    $26.00 – $34.67 an hour
  3. Business Solutions Advisor - Orange County South Market

    Bank of America

    • Irvine, CA +2 more
    $26.00 – $34.67 an hour
  4. Equipment Finance Account Manager - Orange County Sales - Remote

    Ameris Bank

    • Costa Mesa, CA
    • Equipment Finance
    • Remote
    $30,000 – $150,000 a year
  5. Citi Private Bank | Investment Counselor | Beverly Hills & Orange County

    Citigroup

    • Beverly Hills, CA +1 more
    • Private Client Product Services
    • Hybrid
    $200,000 – $300,000 a year
  6. Equipment Finance Regional Sales Manager - Orange County Sales - Remote

    Ameris Bank

    • Equipment Finance
    • Remote
    $30,000 – $150,000 a year