As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you will focus on development and growth—not just for your clients, but also for your team and yourself. Working closely with the Branch Manager, you’ll develop and implement a comprehensive local business plan aimed at increasing market share and enhancing client assets. This position allows you to coach and guide a motivated team of branch professionals, focusing on performance management and employee engagement.
With over 300 branch offices across 45 states, Schwab’s Branch Managers lead their teams in helping clients achieve their financial goals. This position as an ABM is a direct pathway to becoming a Branch Manager, a critical leadership role within our Investor Services organization. In this capacity, you will assist individuals and families with various financial objectives, including retirement planning, charitable giving, estate planning, and more. If you’re looking to advance your career in wealth management, this position could be the perfect fit for you.

Explore Exciting Opportunities in Branch Manager Jobs at Schwab

At Schwab, Branch Manager Jobs you have the unique chance to impact your career positively Branch Manager Jobs. Our innovative culture fosters creative problem-solving as Branch Manager Jobs, allowing you to challenge the status quo and play a vital role in transforming the finance industry as Branch Manager Jobs.

Role Overview: Assistant Branch Manager

As an Assistant Branch Manager Jobs(ABM) within Schwab’s Branch Network, you will focus on development and growth—not just for your clients, but also for your team and yourself. Working closely with the Branch Manager Jobs, you’ll develop and implement a comprehensive local business plan aimed at increasing market share and enhancing client assets. This position allows you to coach and guide a motivated team of branch professionals, focusing on performance management and employee engagement.

With over 300 branch offices across 45 states, Schwab’s Branch Managers lead their teams in helping clients achieve their financial goals. This position as an ABM is a direct pathway to becoming a Branch Manager, a critical leadership role within our Investor Services organization. In this capacity, you will assist individuals and families with various financial objectives, including retirement planning, charitable giving, estate planning, and more. If you’re looking to advance your career in wealth management, this position could be the perfect fit for you.

REMOTE JOBS

Required Qualifications for Branch Manager Jobs

To qualify for the ABM role, candidates must meet specific educational and licensing criteria:

• Education: A Bachelor’s degree or equivalent work experience.
• Licenses:
  • 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 (can be obtained within 90 days of employment).

Given that this is a developmental role, flexibility in relocating across the network is essential for candidates as Branch Manager positions become available.

Preferred Qualifications

While the required qualifications set the baseline, preferred qualifications can make you an even stronger candidate for Branch Manager Jobs:

• Experience: At least 5 years in the financial services industry, with leadership experience preferred.
• Coaching Skills: Ability to provide ongoing coaching, development, and recognition to team members.
• Business Development: Proven experience in business development, showcasing a strong drive for results.
• Talent Retention: A passion for retaining and developing top talent through effective coaching and performance management.
• Relationship Building: Openness to deepening relationships with clients and within the community to achieve desired outcomes.
• Additional Licenses: A valid and active Life and Health Insurance license (may be obtained within 120 days of employment).
• Certifications: CFP® designation is preferred.
• Industry Knowledge: Strong knowledge of brokerage and financial services.

In compliance with SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and complete the necessary SAFE Act background check.

Benefits of Joining Schwab

At Schwab, we are dedicated to empowering our employees in both their personal and professional journeys. Our purpose-driven and supportive culture emphasizes your development, ensuring you have the tools to make a meaningful difference in the finance industry.

We offer a competitive benefits package designed to support your overall well-being, including:

• 401(k) with Company Match: Helping you save for retirement effectively.
• Employee Stock Purchase Plan: A chance to invest in your company.
• Paid Time Off: Vacation days, volunteering opportunities, and a 28-day sabbatical after every five years of service for eligible positions.
• Family Benefits: Paid parental leave and support for family building.
• Tuition Reimbursement: Encouraging continuous learning and professional growth.
• Health Benefits: Comprehensive health, dental, and vision insurance.
  

  Conclusion

  Branch Manager Jobs at Schwab offer a fulfilling opportunity for those looking to advance their careers in the financial services sector. By focusing on leadership, employee development, and client satisfaction, you can make a significant impact in a supportive environment dedicated to your success. If you’re ready to take the next step in your career, consider joining Schwab and be part of our mission to transform the finance industry.

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