Vice President, Branch Manager - Active Trader

Charles Schwab

4

(159)

Chicago, IL

Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.
  • #2024-105169

    Position summary

    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:

    • 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

    Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.