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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.
Job Responsibility:
Inspiring your team of financial professionals as they provide investment guidance and support to clients
Responsible for increasing branch revenue while expanding its client base
Work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tactical sales strategies
Sales coaching
Sales process management
Training delivery
Performance management and recognition
Client presentations
Interviewing prospective employees
Collaborating with business partners
Sharing of best practices
Performing compliance and administrative tasks characteristic of our industry
Requirements:
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 financial sales leadership experience
Nice to have:
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 excellent communication skills and a track record of success in sales and sales leadership
What we offer:
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