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Branch Manager -People Leader in Sales

Charles Schwab
Boise, ID
Base pay+ bonus + benefits
Closing date
Oct 21, 2022

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Job Role
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
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Job Details

Charles 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. 

  • 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 
  • 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  Demonstrated leadership, management and motivational skills   A minimum of 5 years in the financial services industry with at least 4 years in a sales leadership capacity  
  • A desire to lead, a passion for sales management, and a deep commitment to client service   Shown success in establishing quality cross enterprise partnerships  Comprehensive industry and investment knowledge  Excellent communication skills and a track record of success in sales, sales leadership and overall leadership 


Financial services can be complicated. Charles Schwab is trying to fix that. They have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow. Their purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.
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2423 E Lincoln Dr.
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