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VP, Branch Manager - Lone Tree, CO (National Branch - South Atlantic)
Lone Tree, CO
·
On-site
·
Full-time
·
3d ago
Pay range:
USD $150,000.00 - $204,100.00 / 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
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Active and valid Series 7 license
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Active and valid Series 66 (63/65) license required (may be obtained within a 90-day condition of employment)
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Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment)
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Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment)
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Bachelor's degree or equivalent, or equivalent work-related experience
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4+ years financial sales leadership experience
Preferred qualifications
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Active and valid FINRA Series 24 license
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CFP, CFA, CIMA, and/or AAMS
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Strong leadership, management, and motivational skills
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A desire to lead, a passion for sales management, and a deep commitment to client service
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Proficient in establishing quality cross-enterprise partnerships
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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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模擬応募者数
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スクラップ
0
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Charles Schwabについて

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+
従業員数
Westlake
本社所在地
$134B
企業価値
レビュー
4.3
10件のレビュー
ワークライフバランス
4.2
報酬
3.8
企業文化
4.1
キャリア
3.2
経営陣
4.4
78%
友人に勧める
良い点
Supportive management
Great work-life balance and flexibility
Excellent benefits and pay
改善点
Slow promotion and limited career advancement
Demanding work hours and fast-paced environment
Bureaucratic processes
給与レンジ
29件のデータ
L2
L3
L4
L5
L6
Mid/L4
Senior/L5
L2 · Financial Analyst L2
0件のレポート
$102,538
年収総額
基本給
$41,015
ストック
$51,269
ボーナス
$10,254
$71,777
$133,299
面接体験
7件の面接
難易度
3.0
/ 5
期間
14-28週間
内定率
28%
体験
ポジティブ 14%
普通 58%
ネガティブ 28%
面接プロセス
1
Phone Screen
2
Interview
3
Background Check
よくある質問
Phone Interview
Recruiter Screening
Technical Assessment
ニュース&話題
Ninety One SA Pty Ltd Boosts Stock Position in The Charles Schwab Corporation $SCHW - MarketBeat
MarketBeat
News
·
3d ago
Barclays Sticks to Their Buy Rating for Charles Schwab (SCHW) - The Globe and Mail
The Globe and Mail
News
·
3d ago
Schwab Investors Get Spooked by JPMorgan’s AI Strategy. The Big Worry Is Cash Sweeps. - Barron's
Barron's
News
·
3d ago
Charles Schwab Posts Strong Q1, Analyst Raises Price Target On Monetization Opportunities - Benzinga
Benzinga
News
·
4d ago