#2024-105169
livery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing of best practices, and performing compliance and administrative tasks characteristicof 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.
Your typical day will 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
Performing the compliance and administrative tasks inherent in our industry.
What you have
To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.
Bachelor's degree or equivalent or equivalent work related experience
Active and valid FINRA Series 7 license is required
Active and valid FINRA Series 9/10 license is required
Active and valid FINRA Series 66 (63/65) license is required
Active and valid Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Additional designations are preferred: CFP
Demonstrated leadership, management and motivational skills
A minimum of 5 years in the financial services industry
A minimum of 4 years financial sales leadership
A desire to lead, a passion for sales management, and a deep commitment to client service
Shown success in establishing quality cross enterprise partnerships
Comprehensive industry and investment knowledge
Excellent communication skills and a track record of success in sales, sales leadership, and overall leadership
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 benefits package that takes care of the whole you - both today and in the future: