VP, Branch Manager - Tacoma, WA
Your Opportunity
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 aBranch Manager, you work inthe 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 inspiringyour team of financial professionals as they provide investment guidance and support to clients.You will beresponsiblefor increasing branch revenue while expandingitsclient base. Additionally,you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementinglarge scale and tacticalsales strategies. Your typical daywillinclude sales coaching,sales process management, trainingdelivery,performance managementand recognition, client presentations, interviewing prospective employees, collaborating with business partners,sharing of bestpractices,and performing compliance and administrative taskscharacteristicofour 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
Requiredqualifications
- Active and valid Series 7license
- Active and valid Series 66 (63/65) licenserequired(may be obtained within a90-day condition of employment)
- Active and valid Series 9/10 licenserequired(may be obtained within a90-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+yearsfinancialsales leadershipexperience
Preferredqualifications
- Active and valid FINRA Series 24license
- CFP, CFA, CIMA, and/or AAMS
- Strongleadership, management,and motivational skills
- A desire to lead, a passion for sales management, and a deep commitment to clientservice
- Proficient inestablishing quality cross-enterprisepartnerships
- Strong candidates will also haveexcellent communication skills anda track recordof success in salesand salesleadership
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package 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
What you are good at
What you have
Required qualifications
- 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 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
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.