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Branch Manager, Financial Solutions

4 months ago

Euless, United States Charles Schwab Full time

Position Type:

Regular

Your opportunityOur 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:

Charles Schwab - Investor ServicesWhat you haveWe 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 teamsBachelor’s degree or equivalent or equivalent work related experienceActive and valid FINRA Series 7 license is requiredActive and valid FINRA Series 9/10 license is requiredActive and valid FINRA Series 66 (63/65) license is requiredActive 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 preferredAdditional designations are preferred: CFP, CFA, CIMA, and/or AAMSDemonstrated leadership, management and motivational skillsA minimum of 5 years in the financial services industry with at least 4 years in a sales leadership capacityA desire to lead, a passion for sales management, and a deep commitment to client serviceShown success in establishing quality cross enterprise partnershipsComprehensive industry and investment knowledgeExcellent 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

benefits package

that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

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