Branch Growth Leader: Financial Services & Coaching

Charles Schwab Corporation; Seattle (WA); On-site; USD 120,000 - 180,000; Full time

Job summary

Charles Schwab Corporation is seeking a Branch Manager to lead and develop a high-performing team of financial professionals in the Seattle area. The role combines leadership, sales growth, and service excellence to expand the branch's client base and revenue while ensuring compliance and client satisfaction.

You will coach staff, manage sales processes, deliver training, and collaborate with partners to implement strategic initiatives, recruit top talent, and uphold Schwab's standards of

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)
• 4+ years financial sales leadership experience

Responsibilities

• Sales coaching and performance management of branch team
• Leadership in sales process management and training delivery
• Conduct client presentations and build relationships
• Interview prospective employees and hire talent
• Collaborate with business partners and share best practices
• Perform compliance and administrative duties typical of the industry

Skills

Leadership

Sales leadership

Communication skills

Education

Bachelor’s degree or equivalent

Equivalent work-related experience

Job description

Charles Schwab Corporation is seeking a Branch Manager to lead and develop a high-performing team of financial professionals in the Seattle area. The role combines leadership, sales growth, and service excellence to expand the branch's client base and revenue while ensuring compliance and client satisfaction.

You will coach staff, manage sales processes, deliver training, and collaborate with partners to implement strategic initiatives, recruit top talent, and uphold Schwab's standards of