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Job Description
Join Schwab as a Vice President, Assistant Branch Manager, where you will empower clients and your team to achieve financial success. Drive growth through strategic planning and exceptional leadership in a supportive environment committed to your professional development.
Key Responsibilities
Develop and implement a comprehensive local business plan focused on growth
Coach and manage a team of branch professionals
Attend to performance management and employee engagement
Work directly with clients to help them achieve 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 90 days)
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 for retention and development of top talent through coaching and engagement
Openness to build relationships with clients and within the community
A valid and active Life and Health Insurance license (may be obtained within 120 days)
CFP® designation
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 servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance