Aspiring Branch Leader: Assistant Manager & Coaching

Charles Schwab Corporation; Los Angeles (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Charles Schwab Corporation seeks an Assistant Branch Manager to lead a local team and drive growth in branch assets while delivering exceptional client service. Reporting to the Branch Manager, you'll develop a targeted business plan, coach staff, and ensure strong engagement.

Prerequisites include a Bachelor’s degree and active Series 7, 66, and 9/10 licenses (or obtainable within 90 days), plus willingness to relocate within the network as leadership opportunities arise.

Qualifications

• Bachelor’s degree or equivalent work-related experience.
• Active Series 7 license required.
• Active Series 66 (63/65) license required.
• Active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)
• Must be flexible to relocate across the network for future manager roles.

Responsibilities

• Develop and implement a local business plan to grow market share and client assets.
• Coach a team of branch professionals, focusing on performance management and engagement.
• Collaborate with Branch Manager to drive growth and client service.
• Be prepared to relocate within the network as opportunities arise.

Skills

Leadership experience

Coaching & development

Relationship building

Business development

Series 7 license

Series 66 license

Series 9/10 license

People management

Education

Bachelor’s degree or equivalent

Job description

Charles Schwab Corporation seeks an Assistant Branch Manager to lead a local team and drive growth in branch assets while delivering exceptional client service. Reporting to the Branch Manager, you'll develop a targeted business plan, coach staff, and ensure strong engagement.

Prerequisites include a Bachelor’s degree and active Series 7, 66, and 9/10 licenses (or obtainable within 90 days), plus willingness to relocate within the network as leadership opportunities arise.