Branch Sales Leader – Team Growth & Client Impact

Charles Schwab Corporation; Alpharetta (GA); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation in the United States seeks a Branch Manager to lead a team of financial professionals, drive branch revenue, and expand the client base. This role partners with Financial Consultants and Investment Consultants to execute large-scale sales strategies, coach the team, and ensure compliant client service.

The position emphasizes leadership, strategic sales management, and talent development, with bonus or incentive opportunities and a focus on community client service.

Qualifications

• Active Series 7 license required.
• Active Series 66 license required (can be obtained within 90 days).
• Active Series 9/10 license required (can be obtained within 90 days).
• Life and Health Insurance license required (can be obtained within 120 days).
• Bachelor’s degree or equivalent work experience.

Responsibilities

• Provide sales coaching to FCs and ICs and lead a high-performing team.
• Manage sales processes, training delivery, and performance recognition.
• Lead client presentations and interviews of prospective employees.
• Collaborate with business partners and share best practices.

Skills

Sales leadership

Team leadership

Communication skills

Education

Bachelor’s degree or equivalent

Job description

Charles Schwab Corporation in the United States seeks a Branch Manager to lead a team of financial professionals, drive branch revenue, and expand the client base. This role partners with Financial Consultants and Investment Consultants to execute large-scale sales strategies, coach the team, and ensure compliant client service.

The position emphasizes leadership, strategic sales management, and talent development, with bonus or incentive opportunities and a focus on community client service.