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VP, Branch Manager

2 months ago

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

We are seeking a highly skilled and experienced Branch Manager to join our team at Charles Schwab. As a key member of our leadership team, you will be responsible for driving business growth, leading a team of financial professionals, and delivering exceptional client service.

Key Responsibilities
  • Lead a team of financial consultants and investment consultants to achieve sales targets and expand the client base
  • Develop and implement sales strategies to increase branch revenue and market share
  • Provide coaching, training, and performance management to team members to enhance their sales and leadership skills
  • Collaborate with business partners to identify new business opportunities and drive growth
  • 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 client service and satisfaction