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Branch Manager, Financial Solutions Branch - Phoenix, AZ

Company: Charles Schwab
Location: Scottsdale
Posted on: April 16, 2025

Job Description:

Position Type: RegularYour opportunity -The Financial Solutions Branch (FSB) is part of the Workplace & Centralized Support (WCS) organization in the Investor Services. -FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today's markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab. - -Your typical day would include 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 and performing the compliance and administrative tasks inherent in 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 -requiredActive and valid Series 66 (63/65) license -required -Active and valid Series 9/10 license -required -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 -Preferred -qualifications - -
4+ -years -financial -sales leadership -experience -CFP, CFA, CIMA, and/or AAMS -preferred -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 -Strong relationship-building -skills and ability to influence and motivate people at all levels across a broad variety of job functionsExcellent organizational skills to juggle many tasks without losing sight of the highest priority itemsEffective change agent who can thoughtfully champion new ideas, and coach partners to recognize the benefits and adopt change for themselves -In addition to the salary range, this role is also eligible for bonus or incentive opportunities. - -
What's in it for you At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.We offer a competitive that takes care of the whole you - both today and in the future:
  • 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

Keywords: Charles Schwab, Scottsdale , Branch Manager, Financial Solutions Branch - Phoenix, AZ, Executive , Scottsdale, Arizona

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