Charles Schwab · 1 month ago
VP, Branch Manager- Atlanta (Buckhead), GA
US-GA-Atlanta
Full-time
Onsite
Mid Level
$129K/yr - $258K/yr
4+ years expCharles Schwab is a leader in the finance industry, empowering individuals to make an impact on their careers. The Branch Manager will oversee local market operations, inspire a team of financial professionals, and drive branch revenue while expanding the client base.
Financial Services
Responsibilities
Inspiring your team of financial professionals as they provide investment guidance and support to clients
Responsible for increasing branch revenue while expanding its client base
Work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tactical sales strategies
Sales coaching
Sales process management
Training delivery
Performance management and recognition
Client presentations
Interviewing prospective employees
Collaborating with business partners
Sharing of best practices
Performing compliance and administrative tasks characteristic of our industry
Qualification
Required
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
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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2025-09-28
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