Branch Manager: Lead Growth & Client Impact

Charles Schwab

Bernalillo (NM)

On-site

USD 100,000 - 140,000

Full time

14 days+

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Job summary

Charles Schwab in Bernalillo, NM seeks a Branch Manager to lead a team of financial professionals delivering investment guidance and client service. You will drive branch revenue growth and expand the client base while coordinating with Financial Consultants and Investment Consultants to execute strategic sales plans.

This role emphasizes sales coaching, training delivery, performance management, and compliance, with a focus on hiring, mentoring, and high-level client engagement in a regulated

Qualifications

Active FINRA licenses required (Series 7, 66, 9/10) or ability to obtain within stated periods.
Life and Health Insurance license or ability to obtain within 120 days.
Bachelor’s degree or equivalent work experience; 4+ years in financial sales leadership.

Responsibilities

Coach and lead a team of financial professionals to deliver investment guidance to clients.
Sales process management, training delivery, and performance management.
Conduct client presentations and interview prospective employees.
Collaborate with FCs and ICs to implement large-scale sales strategies.
Develop and expand branch revenue while growing client base.
Ensure compliance and handle administrative tasks characteristic of the industry.
Share best practices and recognize high performers within the team.

Skills

Series 7

Series 66

Series 9/10

Life and Health Insurance license

Bachelor's degree or equivalent

Financial sales leadership

Education

Bachelor's degree or equivalent

Job description

This role emphasizes sales coaching, training delivery, performance management, and compliance, with a focus on hiring, mentoring, and high-level client engagement in a regulated

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