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About the Role
As an Assistant Branch Manager (ABM), you will help drive business growth, client outcomes, and team performance within your local market. Partnering with the Branch Manager, you will support strategy execution to expand relationships, grow assets, and increase market impact, using sound judgment and data-driven decisions to influence branch results.
Responsibilities
- Help drive business growth, client outcomes, and team performance.
- Support strategy execution to expand relationships, grow assets, and increase market impact.
- Coach, develop, and support a team of professionals.
- Apply a structured approach to performance management.
- Guide decision-making, align teams, and inspire action.
- Partner with the Branch Manager to execute growth initiatives and track performance.
- Drive branch growth by supporting strategies that expand client relationships, increase assets, and deepen wallet share.
Requirements
- 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.
- Exposure to business development or leadership activities preferred.
- CFP® designation preferred.
Skills
- Developing Others
- Growth Mindset
- Active Listening
- Influential Communication
- Business Growth
Salary/Compensations
- In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
About the Company
- At Schwab, you’re empowered to grow your career while helping transform the finance industry through innovation and collaboration.
- Schwab Training and Development: Comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators.
- Individualized development includes formal training in supervision, employee evaluation, and leadership, alongside ongoing, hands-on coaching and mentorship.
- 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.
- 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.
- To learn more about our client offerings visit: Charles Schwab - Investor Services