VP, Branch Manager - Seattle, WA

Charles Schwab; Seattle (WA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off & sabbatical eligibility

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Branch Manager in Seattle to lead a team of financial professionals, drive branch revenue growth, and expand the client base. The role involves coaching, sales strategy execution, training delivery, and performance management, with close collaboration with Financial Consultants and Investment Consultants.

The ideal candidate has 4+ years of financial sales leadership, holds required licenses, and possesses strong leadership and client-service skills to manage a

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 for the team and leadership development
• Sales process management and training delivery
• Performance management and recognition for staff
• Client presentations and interviews of prospective employees
• Collaboration with business partners and sharing of best practices
• Compliance and administrative tasks related to the role

Skills

Leadership

Sales leadership

Communication skills

Client service orientation

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 also 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