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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$86k–$160k/yr
Full-time
bachelor degree, professional certificate
Bonus, Incentive Opportunities
Posted 43d ago
Apply by Jul 24
~40 hrs/week
Responsibilities
Collaborate with the Branch Manager to implement a local business plan focused on growing market share and client assets. Lead and coach a team of branch professionals to ensure high performance and employee engagement.
Requirements
Requires a Bachelor's degree and active Series 7, 66, and 9/10 licenses. Preferred candidates have 5+ years of financial services experience, leadership skills, and a CFP designation.
Full job description
Your Opportunity
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.
As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – 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.
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.
What you have
Required Qualifications:
Bachelor’s degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 90 day condition of employment)
A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)
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.
Preferred Qualifications:
A minimum of 5 years in the financial services industry with leadership experience preferred
Ability to provide ongoing employee coaching, development, and recognition
Demonstrated business development experience with a strong drive for results
Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.
Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results
A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment)
CFP® designation is preferred
Strong brokerage and industry knowledge
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Related keywords
Series 7Series 66Series 9/10CFPLife and Health Insurance LicenseWealth ManagementFinancial ServicesRetirement PlanningEstate PlanningCharitable GivingActive InvestingBankingLendingRetail BranchInvestor Services
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.
Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.
Social Media Disclosures: https://www.aboutschwab.com/social-media
(#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
BrokerageBankingFinancial ConsultingFinancial Products and ServicesPortfolio ManagementAdvisor ServicesRetirement Plan ServicesSpecialty Brokerage Servicesand Mutual Fund Clearing ServicesFinance
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