Branch Manager, Financial Solutions Branch

05 Nov 2024
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Your opportunityThe Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization in the Investor Services Branch Network. FSB provides a high-scale dedicated relationship model responsible for serving Mass Affluent investors.FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today’s markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab.Your typical day would include sales coaching and sales process management, development of branch team with effective training and performance management, client presentations with your sales team, analysis of performance data for trends and actions, interviewing prospective employees, collaborating with business partners sharing of the best methods and performing the compliance and administrative tasks inherent in our industry.We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.What you have

Active and valid Series 7 license required

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 (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

CFP, CFA, CIMA, and/or AAMS preferred

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 you’re good at:

Excellent written and verbal communication skills

Strong relationship-building skills and ability to influence and motivate people at all levels across a broad variety of job functions

Excellent organizational skills to juggle many tasks without losing sight of the highest priority items

Data-curious, and leverages business results to help drive outcomes

Effective change agent who can thoughtfully champion new ideas, and coach partners to recognize the benefits and adopt change for themselves

Never satisfied with the status quo, seeks, and implements recommendations for continuous improvement

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.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

CO Salary Range: USD $100,000 - $155,000 / YearWhat’s in it for you:At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSchwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

Full-time
  • ID: #52831479
  • State: Colorado Lonetree 80124 Lonetree USA
  • City: Lonetree
  • Salary: USD TBD TBD
  • Showed: 2024-11-05
  • Deadline: 2025-01-05
  • Category: Et cetera
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