Lead Branch Manager - Financial Services Growth

Charles Schwab; Placitas (NM); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years of service

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Branch Manager in Placitas, NM, to lead a team of financial professionals delivering investment guidance and client service. You will drive branch revenue, expand the client base, and work with FCs and ICs on sales strategies.

Your day includes coaching, training delivery, performance reviews, and interviews to build a high-performing team. The role emphasizes leadership, strong communication, and a dedication to client service, with responsibilities spanning partner

Qualifications

• Active and valid Series 7 license.
• Active and valid Series 66 license (may be obtained within 90 days).
• Active and valid Series 9/10 license (may be obtained within 90 days).
• Active Life and Health Insurance license (may be obtained within 120 days).
• Bachelor’s degree or equivalent, or equivalent work-related experience.
• 4+ years financial sales leadership experience.

Responsibilities

• Sales coaching for a team of financial professionals.
• Sales process management and training delivery.
• Performance management and recognition activities.
• Client presentations and interviewing prospective employees.
• Collaboration with business partners and sharing best practices.
• Compliance and administrative tasks characteristic of the industry.

Skills

Leadership

Sales leadership

Communication skills

Client service focus

Education

Bachelor’s degree or equivalent

FINRA Series 24 license

Job description

Charles Schwab is seeking a Branch Manager in Placitas, NM, to lead a team of financial professionals delivering investment guidance and client service. You will drive branch revenue, expand the client base, and work with FCs and ICs on sales strategies.

Your day includes coaching, training delivery, performance reviews, and interviews to build a high-performing team. The role emphasizes leadership, strong communication, and a dedication to client service, with responsibilities spanning partner