VP, Branch Manager - Sarasota, FL

Charles Schwab Corporation; Florida; Sur place; USD 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

Bonus or incentive opportunities

Résumé du poste

Charles Schwab Corporation is seeking a Branch Manager to lead a local team of financial professionals, drive revenue growth, and expand the client base. You will coach FCs and ICs, deliver presentations, and partner with colleagues to implement sales strategies while maintaining compliance and high service standards.

A proven leadership track in financial sales and relevant licenses is required, with a focus on client service and cross-enterprise collaboration.

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 and valid 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.

Responsabilités

• Provide service, advice, and leadership at the branch level.
• Inspire and lead a team of financial professionals to grow revenue and client base.
• Coaching, sales process management, training delivery, and performance management.
• Conduct client presentations, interview prospective employees, and collaborate with partners.
• Ensure compliance and manage administrative tasks relevant to the industry.

Connaissances

Leadership

Sales leadership

Communication

Client service

Formation

Bachelor's degree or equivalent

Outils

Series 7 license

Series 66 license

Series 9/10 license

Life and Health Insurance license

FINRA Series 24 license

Description du poste

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

As a Branch Manager, you work in the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today. A central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to clients. You will be responsible for increasing branch revenue while expanding its client base. Additionally, you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tactical sales strategies. Your typical day will include sales coaching, sales process management, training delivery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing of best practices, and performing compliance and administrative tasks characteristic of our industry. If you're looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you.

What you have

Required 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

Preferred qualifications

• Active and valid FINRA Series 24 license

• CFP, CFA, CIMA, and/or AAMS

• Strong leadership, management, and motivational skills

• A desire to lead, a passion for sales management, and a deep commitment to client service

• Proficient in establishing quality cross-enterprise partnerships

• Strong candidates will also have excellent communication skills and a track record of success in sales and sales leadership

In addition to the salary range, this role is eligible for bonus or incentive opportunities.