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About the Role
As a Branch Manager, you will provide service, advice, and leadership at the local market level. You will inspire your team of financial professionals to provide investment guidance and support to clients, increase branch revenue, and expand its client base. You will also work closely with Financial Consultants (FC) and Investment Consultants (IC) in implementing sales strategies.
Responsibilities
- Inspiring your team of financial professionals as they provide investment guidance and support to clients
- Increasing branch revenue
- Expanding its client base
- Working 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
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
- 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
- A track record of success in sales and sales leadership
Skills
- Leadership
- Management
- Motivational skills
- Sales management
- Client service
- Cross-enterprise partnerships
- Communication skills
- Sales
- Sales leadership
Experience Level
- 4+ years financial sales leadership experience
Education Level
- Bachelor’s degree or equivalent, or equivalent work-related experience
Salary/Compensations
- In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
About the Company
- 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.