Charles Schwab
VP, Branch Manager- Atlanta (Buckhead), GA
Charles Schwab, Atlanta, Georgia, United States, 30383
VP, Branch Manager – Atlanta (Buckhead), GA
Join to apply for the
VP, Branch Manager – Atlanta (Buckhead), GA
role at
Charles Schwab .
Your Opportunity At Schwab, you’re empowered to make an impact on your career. As a Branch Manager, you’ll 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 responsible for increasing branch revenue while expanding its client base and will work closely with your team of Financial Consultants (FC) and Investment Consultants (IC) to implement 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 best practices, and performing compliance and administrative tasks characteristic of our industry.
Required Qualifications
Active and valid Series 7 license
Active and valid Series 66 (63/65) license required (may be obtained within a 90‑day condition of employment)
Active and valid Series 9/10 license required (may be obtained within a 90‑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 of 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
Excellent communication skills and a track record of success in sales and sales leadership
Benefits
401(k) with company match and Employee Stock Purchase Plan
Paid time for vacation, volunteering, and a 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
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Finance and Sales
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VP, Branch Manager – Atlanta (Buckhead), GA
role at
Charles Schwab .
Your Opportunity At Schwab, you’re empowered to make an impact on your career. As a Branch Manager, you’ll 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 responsible for increasing branch revenue while expanding its client base and will work closely with your team of Financial Consultants (FC) and Investment Consultants (IC) to implement 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 best practices, and performing compliance and administrative tasks characteristic of our industry.
Required Qualifications
Active and valid Series 7 license
Active and valid Series 66 (63/65) license required (may be obtained within a 90‑day condition of employment)
Active and valid Series 9/10 license required (may be obtained within a 90‑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 of 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
Excellent communication skills and a track record of success in sales and sales leadership
Benefits
401(k) with company match and Employee Stock Purchase Plan
Paid time for vacation, volunteering, and a 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
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Finance and Sales
#J-18808-Ljbffr