Senior Branch Leader, Finance Sales & Coaching

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

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after every 5 years

Parental leave

Tuition reimbursement

Health, dental, vision insurance

Job summary

Schwab is seeking a Branch Manager to lead a local team of financial professionals in Seattle, providing investment guidance, client service, and strategic sales leadership. You will drive revenue growth, coach staff, and ensure compliance with industry standards.

The role emphasizes leadership, client focus, and cross-team collaboration, with opportunities to influence regional sales strategies and partnerships across Schwab's network.

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).
• Bachelor’s degree or equivalent, or equivalent work-related experience
• 4+ years financial sales leadership experience

Responsibilities

• Sales coaching and process management.
• Training delivery and performance management.
• Client presentations and interviews of prospective employees.
• Collaboration with business partners and sharing best practices.
• Compliance and administrative tasks characteristic of the industry

Skills

Leadership

Sales leadership

Communication

Coaching

Education

Bachelor’s degree or equivalent

Job description

Schwab is seeking a Branch Manager to lead a local team of financial professionals in Seattle, providing investment guidance, client service, and strategic sales leadership. You will drive revenue growth, coach staff, and ensure compliance with industry standards.

The role emphasizes leadership, client focus, and cross-team collaboration, with opportunities to influence regional sales strategies and partnerships across Schwab's network.