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.
International Services is a diverse and multi-faceted organization. We are the international center of excellence for the firm across Investor Services, Advisor Services, Stock Plan Services and more. We are dedicated to empowering investors residing inside and outside of the United States with the education and tools to trade globally.
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.
Reports to the following company office locations in Orlando, Westlake, and Phoenix and is not available as fully remote. Must live within reasonable commuting distance. Subject to Schwab’s internal approach to workplace flexibility.
What you have
Required qualifications
- Active and valid Series 7 license
- Active and valid Series 66 (63/65) license(s) 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)
- 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, 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
