Independent Branch Leaders

0511-3175

If you're an experienced financial services professional with a track record of growing a client base – and you want to run your own business – then consider purchasing the opportunity to be an Independent Branch Leader.

Franchise Opportunities

As an Independent Branch Leader (IBL), you will have the opportunity to acquire, grow and develop client relationships backed by Schwab's proven business model.

With a Schwab franchise, you will have our help in jumpstarting your own business, including:

  • New turnkey Schwab-branded retail branch with our latest technology.
  • A convenient retail location with broad support to build local market recognition, including a matching program to help fund local marketing activities.
  • An assigned population of clients from whom you can earn revenue and referrals.
  • Revenue and expense-sharing structure that aligns our success with yours.

You will have access to Schwab people and resources, including a dedicated relationship manager plus a service team for technology and operational support. You can also take advantage of ongoing education and best-practice training on how to open and run a branch.

If you're a registered representative with an entrepreneurial spirit and can make an initial business investment of up to $50,000, contact us to discuss whether this opportunity is right for you. Please visit schwabfranchise.com for more information. 

Advisor Opportunities