Charles Schwab
Position Type:
Regular Your opportunity 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.
As a
Branch Manager
, you work in
the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.
A central part of your role will be inspiring
your team of financial professionals as they provide investment guidance and support to clients.
You will
be
responsibl
e
for
increasing branch revenue while expanding
its
client base
. Additionally,
you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing
large scale
and tactical
sales strategies. Your typical day
will
include sales coaching
,
sales process management, training
delivery,
performance management
and recognition
, client presentations, interviewing prospective employees, collaborating with business partners
,
sharing of best
practices,
and performing compliance and administrative tasks
characteristic
of
our industry.
If
you’re
looking to bring your
expertise
and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you.
What you have What You Have Required
qualifications Active and valid Series 7
license Active and valid Series 66 (63/65) license
required
(
may be obtained within a
9
0-day condition of employment) Active and valid Series 9/10 license
required
(
may be obtained within a
9
0-day condition of employment) Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment) Bachelor’s degree or equivalent
,
or equivalent work
-
related experience 4
+
years
financial
sales leadership
experience
Preferred
qualifications Active and valid FINRA Series 24
license CFP, CFA, CIMA, and/or AAMS Strong
leadership, management
,
and motivational skills A desire to lead, a passion for sales management, and a deep commitment to client
service Proficient in
establishing
quality cross
-
enterprise
partnerships Strong candidates will also have
e
xcellent communication skills and
a track record
of success in sales
and sales
leadership
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive
benefits package
that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Regular Your opportunity 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.
As a
Branch Manager
, you work in
the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.
A central part of your role will be inspiring
your team of financial professionals as they provide investment guidance and support to clients.
You will
be
responsibl
e
for
increasing branch revenue while expanding
its
client base
. Additionally,
you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing
large scale
and tactical
sales strategies. Your typical day
will
include sales coaching
,
sales process management, training
delivery,
performance management
and recognition
, client presentations, interviewing prospective employees, collaborating with business partners
,
sharing of best
practices,
and performing compliance and administrative tasks
characteristic
of
our industry.
If
you’re
looking to bring your
expertise
and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you.
What you have What You Have Required
qualifications Active and valid Series 7
license Active and valid Series 66 (63/65) license
required
(
may be obtained within a
9
0-day condition of employment) Active and valid Series 9/10 license
required
(
may be obtained within a
9
0-day condition of employment) Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment) Bachelor’s degree or equivalent
,
or equivalent work
-
related experience 4
+
years
financial
sales leadership
experience
Preferred
qualifications Active and valid FINRA Series 24
license CFP, CFA, CIMA, and/or AAMS Strong
leadership, management
,
and motivational skills A desire to lead, a passion for sales management, and a deep commitment to client
service Proficient in
establishing
quality cross
-
enterprise
partnerships Strong candidates will also have
e
xcellent communication skills and
a track record
of success in sales
and sales
leadership
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive
benefits package
that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance