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The Schwab Franchise Opportunity

The Schwab Franchise Opportunity is unlike anything else in the industry. It is a model for entrepreneurial financial advisors who dream of creating something outstanding.

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Our unique model

When preparation meets opportunity, it isn't luck.

It’s your talent combining forces with our expertise to create one of the most innovative business models in financial services.

By becoming the face of Schwab in your community, you can nurture strong client relationships with the operational support, vast resources, and brand recognition of one of the most trusted names in the industry.

Our independent franchisees bring the same brokerage products and services as our Schwab company-managed branches to more communities throughout the country.

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Our unique model
Scott parker

When you spend your entire working career heading towards a moment, and then that moment happens, it’s almost impossible to put into words how good that feels.

Scott Parker

Independent Branch Leader

McKinney, Texas

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Your fit with Schwab

Independent Branch Leaders run a business that reflects their values.

The Schwab Franchise Opportunity is designed for passionate individuals with deep industry experience, strong community roots, and a firm desire to grow a business.

Independent Branch Leaders run a business that reflects their values, and they have the ability to grow that business over time with the support of Schwab’s powerful reputation, robust platform, and investor-first philosophy.

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Your fit with Schwab
Kevin Gerard

This is a way of bringing in seasoned advisors with deep ties to the community and matching them with the power and the resources of Schwab.

Kevin Gerard

Independent Branch Leader

Mequon, Wisconsin

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Your fit with Schwab
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Building your branch

Our team is by your side every step of the way.

As an Independent Branch Leader, you can focus on building the business while Schwab oversees the development of a turnkey retail branch for you. The process is driven by Schwab’s real estate team, which has nearly 40 years of experience in building a nationwide branch network. Leveraging your knowledge of the area, you’ll collaborate with our real estate professionals to secure the ideal location for your branch. Schwab will then manage the design and build-out of your space and implement the latest Schwab branding, systems, and technology. Our team is by your side every step of the way.

You can relax knowing that you—and your branch—are positioned for success from day one.

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Launching your business

Growing the business doesn't mean starting from square one.

As an Independent Branch Leader, you can rely on Schwab to help you transfer your existing clients, as well as provide you with an initial set of current Schwab clients from which to generate immediate revenue and referrals.

As you start out, our revenue—and expense—sharing structure offers enhanced incentives in the early years as you build the business. In addition, the local marketing match program also helps your marketing dollars go further, as your branch gains visibility and establishes your position as a trusted resource in the community.

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Launching your business
Eric Johannes

I have to pinch myself, because I look at what Schwab has delivered and it’s exactly what they said they would. Knowing that I will bring this brand and this branch to a place where I’ve lived my whole life is an awesome opportunity.

Eric Johannes

Independent Branch Leader

Davenport, Iowa

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Your Schwab team

Control your career and build a business with our help.

The Schwab Franchise Opportunity is a chance for you not only to take more control over your career, but also to build a business. You can focus on running the franchise and serving clients, knowing that you can rely on a national network of dedicated Schwab technology, product, and service specialists. Schwab’s vast, dedicated support teams help you significantly scale your business.

When it comes time to retire or exit the business you’ve built, your unique relationship with Schwab allows for third-party transferability, subject to Schwab approval. You have the opportunity to sell the business and monetize your success when you are ready to move on.

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Your Schwab team
Michael Wytiaz

Everything from compliance to technology support to our service and operations help desk teams—you name it, and there’s a process and system in place to help support us.

Michael Wytiaz

Independent Branch Leader

Windermere, Florida

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Serving your clients

For clients, access extends beyond your doors through our seamless, multi-channel support.

From investment analysis to technology specialists, Schwab professionals ensure you have what you need. Along with high-touch service at your branch, clients have access to a range of support resources—including financial planning, fixed income investing, global investing, and tools for active traders. In addition, there is 24/7 phone support and service at all branch locations, plus anytime, anywhere access to Schwab’s mobile apps. You’ll be well positioned to meet the needs of a wide range of clients—from self-directed investors to those interested in one of our managed investing solutions.

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Serving your clients
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Do you have
what it takes to
be the face of
Schwab in your
community?

Fill out our secure contact form and we will be in touch.

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