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Charles Schwab · 1 month ago

Vice President, Branch Manager – Private Wealth Services- Westlake, TX

US-TX-Westlake

Full-time

Onsite

Mid, Senior Level

$170K/yr - $230K/yr

5+ years exp

Charles Schwab is a financial services company that empowers its employees to make an impact on their careers. The Vice President, Branch Manager will be responsible for increasing branch revenues, expanding the client base, and leading a team to provide investment guidance and support to clients.

Financial Services

Responsibilities

Increasing the branch office’s revenues while expanding the client base

Working closely with a team of Senior Wealth Consultants and Wealth Consultants to implement firm wide sales strategies

Developing strategies at the community level

Inspiring the sales professional team and Client Service professionals in providing investment guidance and support to clients

Sales coaching and sales process management

Development of branch team with effective training and performance management

Client presentations with the sales team

Analysis of performance data for trends and actions

Interviewing prospective employees

Collaborating with business partners and sharing best methods

Performing compliance and administrative tasks inherent in the industry

Qualification

FINRA Series 7 licenseFINRA Series 9/10 licenseFINRA Series 66 licenseLifeHealth Insurance licenseSales management experienceFinancial services experienceLeadership skillsClient service commitmentCross enterprise partnershipsInvestment knowledgeCommunication skills