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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 and develop team members through clear expectations, actionable feedback, and performance guidance.
Support branch growth by executing strategies that expand client relationships, assets, and 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, with 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 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.
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.