Charles Schwab

VP, Assistant Branch Manager - Miami, FL

Charles Schwab$90K — $120K *
Miami, FL 33186In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent experience
  • Active Series 7 license
  • Active Series 66 (63/65) license (to be obtained within 90 days)
  • Active Series 9/10 (8) license (to be obtained within 90 days)
  • Flexibility to relocate for managerial opportunities

Responsibilities

  • Develop and implement a comprehensive local business plan
  • Coach and develop branch team members
  • Manage performance and employee engagement
  • Drive market share and growth of client assets
  • Foster relationships with clients and within the community

Benefits

  • Opportunity for career advancement to Branch Manager
  • Work in a collaborative branch environment
  • Participation in bonus or incentive opportunities
  • Commitment to employee development and coaching
  • Engagement in meaningful client interactions
Full Job Description
Your Opportunity

As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement.  

 

In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching 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, which 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 have

 

Required Qualifications: 

 

  • Bachelor’s degree or equivalent work-related experience
  • A valid and active Series 7 license required
  • A valid and active Series 66 (63/65) license required(may be obtained within a 90 day condition of employment)
  • A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)
  • Since this is a development role, those that are hired into his position need to be flexible 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 preferred
  • 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)
  • CFPdesignation is preferred 
  • Strong brokerage and industry knowledge

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

 

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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