Thursday, May 5, 2011

Branch Manager (Charles Schwab) Miami, FL

Company: Charles Schwab
Position Title: Branch Manager
Location: Miami, FL/Coral Gables, FL

How to apply: Interested candidates should apply online at

Job Description:
Charles Schwab's purpose is to help everyone become financially fit. Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them.
At Schwab, we respect the unique differences of our employees, our clients and the communities we serve - striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there's a place for you at Schwab!
Organization Objective/Purpose:
As a Branch Manager at Charles Schwab, you will coach and counsel a team of Financial Consultants as you work together to both grow and service the client base for your local market. You will establish strategies and plans designed to insure that asset, revenue, and service targets are met. Your general management skills and leadership competencies will be used to provide direction and deliver results.
Brief Description of Role:
Typical daily activities include client presentations with your sales team, performance management for your staff; sales coaching and sales process management; analysis of performance data for trends and actions; interviewing prospective employees; and performing the compliance and administrative tasks inherent in our industry.

Unlike no 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.

We believe that our values have helped us to build both a successful business model and an outstanding 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.
Technical/Functional Qualifications:
- A desire to lead, a passion for sales management, and a deep commitment to client service are absolutely required.
- Ideal candidates will have an undergraduate degree; a minimum of 5 years in the financial services industry with at least 4 years in a sales leadership capacity.
- Current and active Series 7, 9/10 and 63 licenses are required.
- Bi-lingual English and Spanish highly preferred.
- Excellent communication skills and a track record of proven success in sales, sales leadership and overall leadership is a requirement for this role.

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