Your opportunity
The 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 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.
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
