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채용Charles Schwab

VP, Branch Manager - Tacoma, WA

Charles Schwab

VP, Branch Manager - Tacoma, WA

Charles Schwab

Tacoma, WA

·

On-site

·

Full-time

·

2mo ago

보상

$110,000 - $141,000

복지 및 혜택

401(k)

Equity

Unlimited Pto

Parental Leave

Learning

Sabbatical

Healthcare

필수 스킬

Series 7 License

Series 66 License

Series 9/10 License

Sales Leadership

Leadership

Pay range: USD $110,000.00 - $141,000.00 / 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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Charles Schwab 소개

Charles Schwab

Charles 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+

직원 수

Westlake

본사 위치

$134B

기업 가치

리뷰

4.3

10개 리뷰

워라밸

4.2

보상

3.8

문화

4.1

커리어

3.2

경영진

4.4

78%

친구에게 추천

장점

Supportive management

Great work-life balance and flexibility

Excellent benefits and pay

단점

Slow promotion and limited career advancement

Demanding work hours and fast-paced environment

Bureaucratic processes

연봉 정보

29개 데이터

Mid/L4

Senior/L5

Mid/L4 · MANAGER, IT PRODUCT MANAGEMENT

2개 리포트

$171,000

총 연봉

기본급

$140,000

주식

-

보너스

-

$171,000

$171,000

면접 경험

7개 면접

난이도

3.0

/ 5

소요 기간

14-28주

합격률

28%

경험

긍정 14%

보통 58%

부정 28%

면접 과정

1

Phone Screen

2

Interview

3

Background Check

자주 나오는 질문

Phone Interview

Recruiter Screening

Technical Assessment