TenaflyRecruiter Since 2001
the smart solution for Tenafly jobs

VP, Branch Manager - New York City, NY

Company: Charles Schwab
Location: Hillsdale
Posted on: September 21, 2022

Job Description:

Position Type: RegularYour OpportunityOur 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: -What you are good atCharles 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 developing 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 face-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 partners 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 business 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.--- - -To learn more about the culture at Schwab, click here to --- -What you haveRequired minimum skills and qualifications are: - -In adherence with the New York City vaccine mandate, Schwab requires all employees working onsite (full-time or sporadically) in NYC to be fully vaccinated with an FDA approved vaccine for COVID-19 -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) -A valid and active FINRA Series 24 is preferred - -Additional designations are preferred: CFP, CFA, CIMA, and/or AAMS -

Keywords: Charles Schwab, Tenafly , VP, Branch Manager - New York City, NY, Executive , Hillsdale, New Jersey

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest New Jersey jobs by following @recnetNJ on Twitter!

Tenafly RSS job feeds