Join Charles Schwab as an Assistant Branch Manager and make an impact on your career while empowering clients and your team. You'll develop and execute business strategies to enhance market share and lead a dedicated team in achieving financial goals. This position offers a clear path to becoming a Branch Manager in a thriving branch network.
Key Responsibilities
Develop and implement a local business plan focused on growth of market share and client assets
Coach a driven team of branch professionals
Attend to performance management and employee engagement
Work directly with clients to 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
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
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 and the community
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 match and Employee stock purchase planPaid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance