Position Type : Regular

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 responsible 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

Required qualifications

• Active and valid FINRA Series 7, 9 / 10 and 66 (or 63 / 65) licenses
• Bachelor’s degree or equivalent, or equivalent work-related experience
• 4 years financial sales leadership experience
• Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment)

Preferred qualifications

• Active and valid FINRA Series 24 license
• CFP, CFA, CIMA, and / or AAMS
• 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 excellent communication skills and a track record of success in sales and sales leadership

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

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

Last updated : 2024-03-26