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Branch Manager, Financial Solutions

3 months ago

Westlake, Ohio, United States Charles Schwab Full time
Position Type: Regular Your opportunity

Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.

To learn more about our client offerings visit:
What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Required minimum skills and qualifications are:
  • Must have 5+ years experience in leading, coaching and managing teams
  • Bachelor's degree or equivalent or equivalent work related experience
  • Active and valid FINRA Series 7 license is required
  • Active and valid FINRA Series 9/10 license is required
  • Active and valid FINRA Series 66 (63/65) license is required
  • Active and valid Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
  • A valid and active FINRA Series 24 is preferred
  • Additional designations are preferred: CFP, CFA, CIMA, and/or AAMS
  • Demonstrated leadership, management and motivational skills
  • A minimum of 5 years in the financial services industry with at least 4 years in a sales leadership capacity
  • A desire to lead, a passion for sales management, and a deep commitment to client service
  • Shown success in establishing quality cross enterprise partnerships
  • Comprehensive industry and investment knowledge
  • Excellent communication skills and a track record of success in sales, sales leadership, and overall leadership
    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

    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 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