Take Your Career to the Next Level with Schwab
At Schwab, we believe in empowering our employees to make an impact in their careers. We promote an environment where innovation meets problem-solving, fostering a culture that challenges the status quo and transforms the finance industry. We are not just about the business; we are about personal and professional growth – for our clients, our team, and for you.
An Exciting Opportunity as an Assistant Branch Manager
Working as an Assistant Branch Manager (ABM) within Schwab’s Branch Network is not just a job; it’s a unique opportunity to center your work around development and growth. In this position, you will collaborate with the Branch Manager to develop and implement a comprehensive local business plan focused on the growth of market share and client assets.
As a branch leader, you will also coach a team of dedicated branch professionals, attending to performance management and employee engagement. This role is instrumental in shaping the culture and direction of your branch, making it a rewarding and fulfilling opportunity.
Leading Teams, Achieving Goals
Our Branch Managers, located in more than 300 branch offices across 45 U.S. states, lead and coach their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization.
This organization is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you.
What You Need to Bring
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
- 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
What’s in it for You
At Schwab, your empowerment and future are our priority. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Are you ready to take on this rewarding opportunity? If you are passionate about helping people and making an impact in the finance industry, we want to hear from you. Let’s transform the finance industry together. Learn more about this opportunity Here.
