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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$102k–$174k/yr
Full-time
bachelor degree
Bonus opportunities, Incentive opportunities
Posted 26d ago
Apply by Aug 31
~40 hrs/week
Responsibilities
The Branch Manager is responsible for leading a team of financial professionals to provide investment guidance while driving branch revenue and client base growth. Daily tasks include sales coaching, performance management, client presentations, and ensuring compliance with industry standards.
Requirements
Candidates must hold active Series 7, 66 (or 63/65), and 9/10 licenses, along with a Life and Health Insurance license. A bachelor's degree and at least 4 years of financial sales leadership experience are required.
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 also eligible for bonus or incentive opportunities.
Related keywords
Branch ManagerFinancial SalesSeries 7Series 66Series 9/10Life and Health InsuranceFINRACFPCFACIMAAAMSSales ManagementInvestment ConsultingClient ServicePerformance ManagementCompliance
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.
Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.
Social Media Disclosures: https://www.aboutschwab.com/social-media
(#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
BrokerageBankingFinancial ConsultingFinancial Products and ServicesPortfolio ManagementAdvisor ServicesRetirement Plan ServicesSpecialty Brokerage Servicesand Mutual Fund Clearing ServicesFinance
How many Sales jobs are open in Spokane, WA right now?
There are currently 330 open sales positions in Spokane, WA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Spokane, WA?
Companies currently hiring include Symmetry Financial Group, North 40 Outfitters - CSWW, Inc., DICK'S Sporting Goods, Sherwin-Williams, Davenport Hotels, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Spokane, WA?
Yes — 67 of the 330 open sales positions offer remote or hybrid work (48 remote, 19 hybrid).
How do I apply for Sales jobs in Spokane, WA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.