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Job Description
Join Charles Schwab as a Vice President, Assistant Branch Manager, where you'll lead a team to drive growth and enhance client relationships. Collaborate closely with the Branch Manager to implement business strategies and foster professional development within a supportive environment. This role offers a direct path to becoming a Branch Manager in our expansive network.
Key Responsibilities
Develop and implement a comprehensive local business plan focused on growth of market share and client assets
Coach a driven team of branch professionals, attending to performance management and employee engagement
Work directly with clients to help achieve their financial goals
Required Qualifications
Bachelor’s degree or equivalent work-related experience
A valid and active Series 7 license
A valid and active Series 66 (63/65) license (may be obtained within a 90 day condition of employment)
A valid and active Series 9/10 (8) license (may be obtained within a 90 day condition of employment)
Flexibility 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
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance