VP, Branch Manager- San Carlos, CA
On-siteSan Carlos, California, United States
Job Summary
Lead branch revenue growth and client base expansion by inspiring a team of Financial and Investment Consultants to deliver investment guidance and support. Manage daily operations through sales coaching, process management, training delivery, and performance recognition while conducting client presentations and interviewing prospective employees. Collaborate with business partners to implement large-scale and tactical sales strategies, ensuring compliance and administrative standards are met. This role requires an active Series 7, 66, 9/10, and Life/Health license, along with four years of financial sales leadership experience. Schwab empowers leaders to challenge the status quo and transform the finance industry through innovative problem-solving.
Required Qualifications
- Active and valid Series 7 license
- Active and valid Series 66 (63/65) license
- Active and valid Series 9/10 license
- Active and valid Life and Health Insurance license
- Bachelor's degree or equivalent, or equivalent work-related experience
- 4+ years financial sales leadership experience
Desired 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
- Excellent communication skills
- Track record of success in sales and sales leadership
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