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Charles Schwab · 1 day ago

VP, Branch Manager - Tacoma, WA

US-WA-Tacoma

Full-time

Onsite

Mid Level

$110K/yr - $141K/yr

4+ years exp

Charles Schwab is a leading financial services company, and they are seeking a VP, Branch Manager to oversee local market operations. This role involves providing leadership, increasing revenue, and managing a team of financial professionals to deliver exceptional client service.

Financial Services

Responsibilities

Inspiring your team of financial professionals as they provide investment guidance and support to clients

Increasing branch revenue while expanding its client base

Working 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

Series 7 licenseSeries 66 licenseSeries 9/10 licenseLifeHealth Insurance licenseBachelor’s degreeFinancial sales leadershipFINRA Series 24 licenseCFPCFACIMAAAMSManagement skillsLeadership skillsMotivational skillsCommunication skills