The Charles Schwab Corp logo

VP, Branch Manager Studio City, CA

The Charles Schwab Corp
  • Los Angeles, CA
    3 days ago

    Job Description

    Your Opportunity

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

    As a Branch Manager, you work in the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today. A central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to clients. You will be responsible for increasing branch revenue while expanding its client base. Additionally, you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tactical sales strategies. Your typical day will include sales coaching, sales process management, training delivery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing of best practices, and performing compliance and administrative tasks characteristic of our industry. If you're looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you.

    What you have

    Required qualifications

    • Active and valid Series 7 license
    • Active and valid Series 66 (63/65) license required
    • Active and valid Series 9/10 license required
    • Active and valid Life and Health Insurance license
    • Bachelor's degree or equivalent, or equivalent work-related experience
    • 4+ years financial sales leadership experience

    Preferred qualifications

    • 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

    Numbers & Facts

    LocationLos Angeles, CA
    IndustrySecurity and Surveillance
    Company Size1,000 to 1,499 employees
    Year Founded1971
    Websitehttp://www.aboutschwab.com/careers

    About Company

    The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

    The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

    Skills

    • Administrative Skillsunmatched
    • Best Practicesunmatched
    • Chartered Financial Analyst (CFA)unmatched
    • Chartered Institute of Management Accountants (CIMA)unmatched
    • Coachingunmatched
    • Communication Skillsunmatched
    • Customer Support/Serviceunmatched
    • Financeunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Health Insuranceunmatched
    • Integrated Circuits (ICs)unmatched
    • Leadershipunmatched
    • Life Insuranceunmatched
    • Performance Managementunmatched
    • Problem Solving Skillsunmatched
    • Process Managementunmatched
    • Revenue Growthunmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Sales Presentationunmatched
    • Sales Strategyunmatched
    • Series 24unmatched
    • Series 66unmatched
    • Series 7unmatched
    • Team Playerunmatched

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