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VP, Branch Manager - Birmingham, AL

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-06-27
Job specializations:
  • Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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 aBranch Manager, you work inthe 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 willberesponsibleforincreasing branch revenue while expandingitsclient base. Additionally,you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tacticalsales strategies. Your typical daywillinclude sales coaching,sales process management, trainingdelivery,performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners,sharing of best practices,and performing compliance and administrative taskscharacteristicofour industry.

Ifyou’relooking to bring yourexpertiseand 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 7license
  • Active and valid Series 66 (63/65) license required(may be obtained within a90-day condition of employment)
  • Active and valid Series 9/10 license required(may be obtained within a90-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+yearsfinancialsales leadership experience

Preferred qualifications

  • Active and valid FINRA Series 24license
  • 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 inestablishingquality cross-enterprisepartnerships
  • Strong candidates will also have excellent communication skills anda track recordof success in salesand salesleadership

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
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