VP, Branch Manager-Studio City, CA

Charles Schwab; Los Angeles (CA); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+?

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Los Angeles is seeking a Branch Manager to lead a team of financial professionals, provide investment guidance, and drive branch revenue growth. You will inspire your team, develop sales strategies, and ensure outstanding client service in a fast-paced market.

You will coach, train, and evaluate staff, interview prospective hires, collaborate with business partners, and uphold compliance across all activities while delivering trusted financial guidance to clients.

Qualifications

• Active Series 7 license required.
• Active Series 66 (63/65) license required.
• Active Series 9/10 license required.
• Life and Health Insurance license required.
• Bachelor’s degree or equivalent, or equivalent work-related experience.
• 4+ years financial sales leadership experience.

Responsibilities

• Sales coaching and process management for the branch.
• Training delivery and performance management.
• Leading client presentations and interviewing prospective employees.
• Collaborating with business partners and sharing best practices.
• Ensuring compliance and handling administrative tasks characteristic of the industry.

Skills

Leadership

Sales coaching

Communication

Client service

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 responsibl e 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

• Active and valid Series 9/10 license required

• Active and valid Life and Health Insurance license

• 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

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