VP, Branch Manager - Sarasota, FL

Charles Schwab; Sarasota (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and volunteering

Sabbatical after 5 years (eligible)

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Branch Manager in Florida to lead a team of financial professionals, grow the client base, and drive branch revenue through strong service and advisory capabilities. You will coach Sales Consultants and Investment Consultants, deliver training, manage performance, interview candidates, and collaborate with partners to implement large-scale sales plans while ensuring compliance.

You’ll join a company that values growth, trust, and a client-first approach, offering

Qualifications

• Active and valid Series 7 license.
• Active and valid Series 66 (63/65) 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.

Responsibilities

• Sales coaching and performance management.
• Manage sales processes and training delivery.
• Interview prospective employees and build a high-performing team.
• Collaborate with FC/IC and business partners to implement sales strategies.
• Ensure compliance and administrative tasks.

Skills

Series 7 license

Series 66 license

Series 9/10 license

Life & Health Insurance license

Sales leadership

Leadership

Communication skills

Series 24 license (preferred)

CFP/CFA/AAMS (preferred)

Education

Bachelor’s degree or equivalent

Job description

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.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance