Albuquerque, NM
1 month ago

Job Overview

Job Type
Senior Level | Data and Analytics
Pay
USD $102,000.00 - $171,000.00 / Year

Job description

Salary:
USD 102,000 - 171,000 per year
Location:
Albuquerque, NM
Work arrangement:
On-site

Role Summary

  • Pay range: USD $102,000.00 - $171,000.00 / Year
  • 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 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

Requirements

  • 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

Benefits

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
Role:
VP, Branch Manager - Albuquerque, NM
Job Type:
Senior Level | Data and Analytics

Company profile

Charles Schwab

schwab.com

The Charles Schwab Corporation is an American multinational financial services company offering banking, investing, consulting and wealth management advisory services to retail and institutional clients. As of December 31, 2024, it had $10.10 trillion in client assets, 36.5 million active brokerage accounts, 5.4 million workplace retirement plan participant accounts and 2.0 million banking accounts. Founded in San Francisco in 1971 as First Commander Corporation, it pioneered discount sales of equity securities and now has over 380 branches, primarily in the United States and the United Kingdom.

Company Size
10,000 - 50,000 employees
Headquarters
San Francisco, California, United States
Founded
1971
Founders
Charles R. Schwab
Funding Stage
Public

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