Charles Schwab · 18 hours ago
Vice President, Branch Manager – Private Wealth Services- Westlake, TX
Westlake, TX
Full-time
Onsite
Mid, Senior Level
5+ years expCharles Schwab is a leading financial services firm that empowers its employees to make an impact on their careers. The Vice President, Branch Manager will be responsible for increasing branch revenues, leading a team of wealth consultants, and implementing sales strategies while providing exceptional client service.
Financial Services
Responsibilities
Increasing the branch office’s revenues while expanding the client base
Work closely with your team of Senior Wealth Consultants and Wealth Consultants both in implementing firm wide sales strategies and in developing strategies at the community level
Inspire the sales professional team and Client Service professionals as they provide investment guidance and support to clients primarily through face-to-face meetings
Sales coaching and sales process management
Development of branch team with effective training and performance management
Client presentations with your sales team
Analysis of performance data for trends and actions
Interviewing prospective employees
Collaborating with business partners sharing of the best methods
Performing the compliance and administrative tasks inherent in our industry
Qualification
Required
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 (may be obtained within a 120 day condition of employment)
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)
Demonstrated leadership, management and motivational skills
A minimum of 5 years in the financial services industry
A minimum of 4 years in a sales leadership/management 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
Preferred
A valid and active FINRA Series 24
Additional designations are preferred: CFP, CFA, CIMA, and/or AAMS
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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