Finance Branch Leader & High-Impact Coach

Charles Schwab; Corrales (NM); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Branch Manager to lead a local team of financial professionals, deliver investment guidance to clients, and implement strategic sales initiatives. You will coach staff, manage performance, present to clients, and collaborate with FCs and ICs to grow revenue and client base.

The role requires active FINRA licenses (Series 7, 66, 9/10) and Life & Health insurance, plus a bachelor’s degree or equivalent and 4+ years in financial sales leadership.

Qualifications

• Active Series 7 license
• Active Series 66 license (63/65)
• Active Series 9/10 license
• Active Life and Health Insurance license
• Bachelor’s degree or equivalent, or equivalent work-related experience
• 4+ years financial sales leadership experience

Responsibilities

• Provide leadership, coaching, and performance management for the team of Financial Consultants and Investment Consultants.
• Drive branch revenue growth and expand the client base.
• Lead recruitment, interviewing prospective employees, and collaboration with business partners.
• Deliver training, share best practices, and manage sales processes.
• Ensure compliance and handle administrative tasks characteristic of the industry.

Skills

Leadership

Sales leadership

Communication

Coaching

Education

Bachelor's degree or equivalent

Job description

Charles Schwab is seeking a Branch Manager to lead a local team of financial professionals, deliver investment guidance to clients, and implement strategic sales initiatives. You will coach staff, manage performance, present to clients, and collaborate with FCs and ICs to grow revenue and client base.

The role requires active FINRA licenses (Series 7, 66, 9/10) and Life & Health insurance, plus a bachelor’s degree or equivalent and 4+ years in financial sales leadership.