Becoming a Schwab franchise owner.
This is your transition to franchise ownership, and we're in it together.
Becoming a Schwab franchise owner could be the biggest career move you ever make, and Schwab will be there with you every step of the way. We'll work closely with you and your team to map out a transition plan. Everyone's transition is different, so we'll make sure your plan is right for your situation and your needs.
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In six steps, you'll have your own Schwab franchise.
1. Evaluate the opportunity
A franchise sales director works to understand your situation, what you're looking to change, and what you want for the future.
2. Meet Schwab partners
You'll get to know our team, and we'll get to know yours. We'll introduce you to specialists who will support you and your clients and answer any questions you have.
3. Define the market
We'll analyze the market's household and asset opportunities—along with Schwab's market share—to define the territory. All new account leads in the territory will be assigned to your branch. Additionally, Schwab will seed your new franchise with a select group of Schwab clients to support you in your transition.
4. Select the location
Schwab's real estate team will help you select a location based on traffic flow, retail footprint, and brand positioning opportunities. We'll handle lease negotiations, construction, and other related details. And the cost of the build-out will be distributed over the first term of your franchise.
5. Transition to Schwab
Your transition manager will lead a team of specialists in executing your unique transition plan, which will include a robust training program, help with client conversions, ACAT tracking, and more. You'll even have access to regional specialists who will provide ongoing support to help you meet your clients' needs and plan for future growth.
6. Open your franchise
As your opening date approaches, your franchise marketing consultant will help you plan and execute your grand opening event. We'll also help with your marketing strategy that lets everyone know you're the new face of Schwab in your community. Once your doors are open, your marketing consultant will stay on to help you leverage the Schwab brand, cultivate your local market, and grow your business.
This advertising, and the franchise sales information within it, is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Currently, the following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington, and Wisconsin. If you are a resident of one of these states or if you wish to operate a franchise in one of these states, we will not offer you a franchise unless and until we have complied with any applicable presale registration and disclosure requirements in that state.
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211 Main Street, San Francisco, CA 94105 (877-520-6470)
MN Franchise Registration Number: F-6699