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.
Independent Branch Services leads our network of franchised locations called Independent Branches. We leverage our strong national brand and partner with local advisor talent to extend Schwab's retail presence into affluent communities that were underserved by our physical presence. The Franchise Coaching Team provides support that enables our franchisees to grow results and build robust scalable businesses
As a Franchise Coach, you will work directly with franchisees in areas such as business planning, practice management, sales process, new franchisee activation, and franchisee exit planning. You’ll leverage direct coaching, strong internal partnerships and digital resources to ensure finalists and franchisees have the skills, tools, and resources to drive growth in their business. This role is focused on delivering practical, actionable guidance through direct consultation as well as managing portions of the larger coaching program.
What you have Influential Leadership – Achieve desired outcomes and results by inspiring, encouraging, and persuading through trusted relationshipsDriving Long-term Results – Focused on long-term franchisee/franchisor success and shareholder value; not just beating short-term expectations
Interpersonal Effectiveness – Innate ability to connect with others in a way that cultivates trust and promotes accountability; understand the strengths and weaknesses of others and anticipate how they will react to a situation
Growth Mentality – Willingness to learn from mistakes, be inquisitive, and be receptive to feedback
Public Speaking – Comfortable delivering engaging presentations to audiences of 100+ individuals, effectively conveying key messages and fielding questions
Entrepreneurial Orientation - Tendency to seize opportunities and inspire others along the way
Personal Accountability – Exhibit a high level of ownership and demonstrate a positive, can-do attitude
Brand Ambassador – Represent the Schwab brand well and be an ambassador in all interactions; lead by example
Strategic Partnerships – Develop strong relationships with key partners throughout the organization; help them understand unique needs of Independent Branch Leaders; show them they are valued through regular appreciation and recognition.
Required Qualifications:
Active and valid FINRA Series 7 license 5+ years of financial services experience 5+ years of financial services sales, coaching, and/or consulting Travel required. May travel 25% - 50% of the time (varies based on region/market/business needs)
Preferred Qualifications:
Bachelor’s degree or equivalent experience CFP® designation or advanced credentials Active and valid FINRA Series 9/10 license Strong performance-driven mindset Proven success in developing and managing relationships Technical skills in content development, PowerPoint and Excel Knowledge of Schwab’s products and services
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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