Charles Schwab

VP, Branch Manager - Birmingham, AL

Charles Schwab$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Active Series 7 license
  • Active Series 66 license (may be obtained within 90 days)
  • Active Series 9/10 license (may be obtained within 90 days)
  • Active Life and Health Insurance license (may be obtained within 120 days)
  • Bachelor’s degree or equivalent experience
  • 4+ years of financial sales leadership experience

Responsibilities

  • Inspire and lead a team of financial professionals
  • Increase branch revenue and expand client base
  • Implement sales strategies alongside Financial and Investment Consultants
  • Conduct sales coaching and manage sales processes
  • Deliver training and manage team performance
  • Present to clients and interview potential employees
  • Collaborate with business partners and share best practices

Benefits

  • Eligibility for bonus or incentive opportunities
  • Opportunities for personal and professional growth
  • Valued contributions in a supportive work environment
  • Opportunity to lead and impact the local market level
  • Engaging role with a focus on client service and team development
Full Job Description
Your Opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 

 

 Your Opportunity  

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 responsible for increasing branch revenue while expanding its client base. Additionally, 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

Required qualifications  

  • Active and valid Series 7 license 
  • Active and valid Series 66 (63/65) license required (may be obtained within a 90-day condition of employment) 
  • Active and valid Series 9/10 license required (may be obtained within a 90-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 
  • 4+ 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 excellent communication skills and a track record of success in sales and sales leadership 

 

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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