Jobs
Benefits & Perks
•401(k)
•Equity
•Unlimited PTO
•Parental Leave
•Learning Budget
•Sabbatical
•Healthcare
•401k
•Equity
•Unlimited Pto
•Parental Leave
•Learning
•Sabbatical
•Healthcare
Required Skills
Series 7 License
Series 66 License
Series 9/10 License
Sales Leadership
Leadership
Pay range: USD $126,500.00 - $253,000.00 / Year
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
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
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About Charles Schwab

Charles Schwab
PublicCharles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.
10,001+
Employees
Westlake
Headquarters
Reviews
3.6
2 reviews
Work Life Balance
3.0
Compensation
4.0
Culture
2.0
Career
1.5
Management
1.5
25%
Recommend to a Friend
Pros
Competitive wage
Strong benefits
Transparent interview process
Cons
Discrimination issues
Retaliation against employees
Wrongful termination
Salary Ranges
4 data points
L2
L3
L4
L5
L6
L2 · Financial Analyst L2
0 reports
$102,538
total / year
Base
$41,015
Stock
$51,269
Bonus
$10,254
$71,777
$133,299
Interview Experience
7 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Offer Rate
28%
Experience
Positive 14%
Neutral 58%
Negative 28%
Interview Process
1
Phone Screen
2
Interview
3
Background Check
Common Questions
Phone Interview
Recruiter Screening
Technical Assessment
News & Buzz
Charles Schwab stock price: dividend hike and bank CEO shift set the tone for SCHW into Monday - TechStock²
Source: TechStock²
News
·
4w ago
Dividend Hike and Buybacks Could Be A Game Changer For Charles Schwab (SCHW) - simplywall.st
Source: simplywall.st
News
·
5w ago
Charles Schwab taps CIO to lead new tech, operations unit - CIO Dive
Source: CIO Dive
News
·
5w ago
Charles Schwab Stock (SCHW) Rises as Company Increases Dividend 19% - TipRanks
Source: TipRanks
News
·
5w ago



