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Branch Manager, Financial Solutions

Company: Charles Schwab
Location: Hurst
Posted on: June 11, 2024

Job Description:

Position Type: RegularYour opportunityOur branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to -individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. -To learn more about our client offerings visit: What you haveWe place a premium on high performance, quality service and the ability to execute the Schwab strategy. Required minimum skills and qualifications are: -

  • Must have 5+ years experience in leading, coaching and managing teams -
  • Bachelor's degree or equivalent or equivalent work related experience
  • Active and valid FINRA Series 7 license is required
  • Active and valid FINRA Series 9/10 license is required
  • Active and valid FINRA Series 66 (63/65) license is required
  • Active and valid Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
  • A valid and active FINRA Series 24 is preferred
  • Additional designations are preferred: CFP, CFA, CIMA, and/or AAMS
  • Demonstrated leadership, management and motivational skills
  • A minimum of 5 years in the financial services industry with at least 4 years in a sales leadership capacity
  • A desire to lead, a passion for sales management, and a deep commitment to client service
  • Shown success in establishing quality cross enterprise partnerships
  • Comprehensive industry and investment knowledge
  • Excellent communication skills and a track record of success in sales, sales leadership, and overall 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 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

Keywords: Charles Schwab, Dallas , Branch Manager, Financial Solutions, Executive , Hurst, Texas

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