VP, Branch Manager - Carmel, CA
Company: Charles Schwab
Location: Big Sur
Posted on: March 17, 2023
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Job Description:
Position Type: Regular
Your Opportunity
Our branch network is part of the broader Investor Services
organization and is primarily responsible for helping individuals
and families with their financial needs, including retirement
planning, charitable giving, estate planning, active investing or
managing banking and lending needs. In more than 300 branch offices
in 45 U.S. states, you'll find Branch Managers leading and coaching
their teams as they work directly with our clients to achieve that
common goal.
To read more about our client offerings visit: Charles Schwab -
Investor Services
What you are good at
Charles Schwab Branch Managers have responsibility for increasing
the branch office's revenues while expanding the client base. In
this position, you will work closely with your team of Financial
Consultants (FC ), and Associate Financial Consultants (AFC) both
in implementing firm wide sales strategies and in de veloping
strategies at the community level.
As the leader of a Charles Schwab Branch , you will inspire the
sales professional team and Client Service professionals as they
provide investment guidance and support to clients primarily
through f ace-to-face meetings. Unlike any other job at Charles
Schwab, the Branch Manager is the most critical role at the local
market level, providing the service, advice, and leadership that
have made us the force we are today.
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 pa rtners
sharing of the best methods and performing the compliance and
administrative tasks inherent in our industry.
We believe that our values have helped us to build both a
successful b usiness model and an extraordinary work environment.
We value teamwork, integrity, service, open communication, and
perseverance. If you want to work at a firm that truly values your
contributions, consider a career at Charles Schwab.
What you have
Required minimum skills and qualifications are:
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to
helping our employees ignite their potential and achieve their
dreams. Our employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home-today and in the future.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Salinas , VP, Branch Manager - Carmel, CA, Executive , Big Sur, California
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