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Job Description
Join Charles Schwab as a Vice President, Assistant Branch Manager, where you will have the opportunity to lead and develop a team while driving growth in a dynamic environment. This role is pivotal for your career progression within wealth management, focusing on client and team development. If you're eager to make a significant impact in the finance industry, this is the opportunity for you.
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
Attend to performance management and employee engagement
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 for management opportunities
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
Openness to build and deepen relationships with clients and within 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 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance