Your opportunity
Ā
At Schwab, youāre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us āchallenge the status quoā and transform the finance industry together. āÆĀ
As an Assistant Branch Manager (ABM) within Schwabās Branch Network, you have the unique opportunity to center your work around development and growth ā for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement.Ā Ā
In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you.Ā
Ā
Ā
What you have
Ā
Required Qualifications:Ā
- Bachelorās degree or equivalent work-related experienceāÆāÆĀ
- A valid and active Series 7 license requiredāÆĀ
- A valid and active Series 66 (63/65) license requiredāÆĀ
- A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)āÆĀ
- Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available.Ā Ā
Ā
Preferred Qualifications:Ā
- A minimum of 5 years in the financial services industry with leadership experience preferredāÆĀ
- Ability to provide ongoing employee coaching, development, and recognitionāÆĀ
- Demonstrated business development experience with a strong drive for resultsĀ
- Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.Ā Ā
- Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired resultsĀ
- A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment)āÆĀ
- CFPĀ® designation is preferredĀ
- Strong brokerage and industry knowledgeāÆĀ
Ā
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Ā
Whatās in it for you
At Schwab, weāre committed to empowering our employeesā personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youāll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you ā 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