Join Charles Schwab as a Vice President, Assistant Branch Manager in San Francisco, where you will empower your clients and team to thrive. You will develop strategic business plans aimed at increasing market share while coaching a dedicated team to help clients achieve their financial goals. This role positions you on a direct path to becoming a Branch Manager, allowing you to make a significant impact in the finance industry.
Key Responsibilities
Develop and implement a comprehensive local business plan focused on market share and client asset growth
Coach a team of branch professionals, focusing on performance management and employee engagement
Work collaboratively with the Branch Manager
Achieve clients' financial goals in areas such as retirement planning and active investing
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 of employment)
Flexibility to relocate across the network when a manager role becomes available
Preferred Qualifications
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 community
A valid and active Life and Health Insurance license (may be obtained within 120 days of employment)
CFP® designation
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 servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance