Charles Schwab · 4 days ago
VP, Branch Manager - Tacoma, WA
Tacoma, WA
Full-time
Onsite
Mid Level
4+ years expCharles Schwab is a financial services firm that empowers its employees to make an impact on their careers. The Branch Manager will lead a team of financial professionals, focusing on client service and revenue growth while implementing sales strategies.
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
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
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
Morningstar.com
2025-09-28
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