Job Description
Full job description
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
Required qualifications
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
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What’s in it for you
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
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
Required qualifications
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
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What’s in it for you
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
💡 Quick Summary
Seeking a career-building opportunity? The VP, Branch Manager - Miami, FL position is now open for candidates interested in the Insurance sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Insurance is a plus.
