Charles Schwab

VP, Assistant Branch Manager - Winter Park, FL

Charles Schwab$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Valid and active FINRA Series 7 license required.
  • Must currently hold or obtain the FINRA Series 66 (or Series 63/65) license.
  • Must currently hold or obtain the FINRA Series 9 and 10 (or Series 8) licenses.
  • Must currently hold or obtain the Life and Health Insurance license.
  • Relevant financial services experience preferred, including client acquisition and relationship growth.
  • CFP® designation is preferred.

Responsibilities

  • Partner with the Branch Manager to execute growth strategies and enhance client relationships.
  • Drive team performance and business outcomes within the local market.
  • Utilize data-informed decisions to influence branch results and expand market impact.
  • Coach and mentor branch team members to foster their professional development.
  • Support client acquisition initiatives and manage client relationships effectively.

Benefits

  • Comprehensive training through Wealth Management University to set up for success.
  • Individualized development plans tailored to career goals and backgrounds.
  • Clear career path with potential advancement to Branch Manager within three years.
  • Supportive leaders who invest in ongoing growth and development.
  • Bonus and incentive opportunities tied to performance.
Full Job Description
Assistant Branch Manager (ABM), you help drive business growth, client outcomes, and team performance within your local market. Partnering with the Branch Manager, you support strategy execution to expand relationships, grow assets, and increase market impact, using sound judgment and data-driven decisions to influence branch results.

Schwab Training and Development
  • To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators.
  • After completing Wealth Management University, your individualized development includes formal training in supervision, employee evaluation, and leadership, alongside ongoing, hands-on coaching and mentorship within your branch, tailored to your background and career goals.

Career Pathing
  • The ABM role provides a strong foundation for growth, with a clear path to a Branch Manager position within a 3 year trajectory. As you grow in the role, you will expand your ability to lead teams, drive business outcomes, and influence broader organizational success.
  • Schwab also supports a "choose your own adventure" approach-empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You'll be supported by leaders who invest in your growth and continuous development over time.

Competitive Compensation
  • In addition to base pay, this role offers bonus and incentive opportunities tied to performance.


What you have

The expertise you bring:
  • A valid and active FINRA Series 7 license required
  • Currently hold or obtain the FINRA Series 66 (or Series 63/65) license
  • Currently hold or obtain the FINRA Series 9 and 10 (or Series 8) licenses
  • Currently hold or obtain the Life and Health Insurance license
  • Relevant financial services experience, including client acquisition, relationship growth, and demonstrated industry knowledge, with exposure to business development or leadership activities preferred
  • CFP® designation preferred


The skills you bring:

Developing Others: Coaches and develops team members through clear expectations, actionable feedback, and performance guidance.

Growth Mindset: Embraces learning, feedback, and change while adapting to evolving client, market, and business needs.

Active Listening: Understands client and employee needs to provide thoughtful responses and tailored solutions.

Influential Communication: Communicates clearly to guide decisions, align stakeholders, and strengthen relationships.

Business Growth: Supports branch growth by executing strategies that expand client relationships, assets, and wallet share.

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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