Franchise Coach - (independent Branch Services)

Franchise Coach

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.

This position will primarily support the Midwest and Great Lakes Region. The ideal candidate will be located in a major market within the region and have a comfortable distance to a major airport for travel capabilities. A full-time telecommute option may be available for candidates residing outside reasonable commuting distance from a corporate office.

What You Have

Influential Leadership – Achieve desired outcomes and results by inspiring, encouraging, and persuading through trusted relationships

Driving 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.

What's In It For You

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.