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
for
increasing branch revenue while expanding
its
client base
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
0-day condition of employment)
Active and valid Series 9 / 10 license
required
may be obtained within a
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
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
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 :
Branch Manager • Mount Pleasant, SC, US