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Charles Schwab

VP, Branch Manager- Encino, CA

Today• Encino, CA

About us

  • Size: 10,000+ employees
  • Industry: Financial Services
View company profile ›
Pay range:
USD $161,900.00 - $323,700.00 / Year

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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.
  • Active and valid Series 9/10 license required.
  • 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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Additional Information

  • Salary: $161,900 – $323,700
  • Posted: today
Apply on company site

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA with Employer Contribution
    • HSA
    • HSA with Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(k) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Professional Development

    • Tuition Reimbursement
    • Promote from Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
  • Diversity And Inclusion

    • Employee Resource Groups (ERG)
Apply on company site

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