Branch Manager

1 week ago


Germantown, Tennessee, United States Charles Schwab Full time
About the Opportunity

At Charles Schwab, we're seeking a highly skilled and experienced Branch Manager to join our team. As a key member of our leadership team, you will be responsible for driving sales growth, expanding our client base, and inspiring your team of financial professionals to deliver exceptional service and advice.

Key Responsibilities
  • Lead a team of financial professionals to provide investment guidance and support to clients
  • Develop and implement sales strategies to increase branch revenue and expand the client base
  • Collaborate with business partners to drive sales growth and improve client satisfaction
  • Provide coaching, training, and performance management to team members
  • Ensure compliance with industry regulations and company policies
Requirements
  • Active and valid FINRA Series 7, 9/10, and 66 (or 63/65) licenses
  • Bachelor's degree or equivalent, or equivalent work-related experience
  • 4+ years of financial sales leadership experience
  • Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment)
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 communication skills and a track record of success in sales and sales leadership
What We Offer
  • A competitive benefits package, including 401(k) with company match, employee stock purchase plan, paid time off, and tuition reimbursement
  • A supportive culture that empowers employees' personal and professional growth
  • A focus on employee development and career advancement opportunities

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