Branch Growth Leader: Financial Sales & Team Coach

Charles Schwab; Seattle (WA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off & sabbatical eligibility

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Branch Manager in Seattle to lead a team of financial professionals, drive branch revenue growth, and expand the client base. The role involves coaching, sales strategy execution, training delivery, and performance management, with close collaboration with Financial Consultants and Investment Consultants.

The ideal candidate has 4+ years of financial sales leadership, holds required licenses, and possesses strong leadership and client-service skills to manage a

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

Responsibilities

• Sales coaching for the team and leadership development
• Sales process management and training delivery
• Performance management and recognition for staff
• Client presentations and interviews of prospective employees
• Collaboration with business partners and sharing of best practices
• Compliance and administrative tasks related to the role

Skills

Leadership

Sales leadership

Communication skills

Client service orientation

Education

Bachelor’s degree or equivalent

Job description

Charles Schwab is seeking a Branch Manager in Seattle to lead a team of financial professionals, drive branch revenue growth, and expand the client base. The role involves coaching, sales strategy execution, training delivery, and performance management, with close collaboration with Financial Consultants and Investment Consultants.

The ideal candidate has 4+ years of financial sales leadership, holds required licenses, and possesses strong leadership and client-service skills to manage a