Assistant Branch Manager - Grow Relationships & Lead Teams

Charles Schwab Corporation; Omaha (NE); On-site; USD 65,000 - 100,000; Full time

Job summary

Charles Schwab Corporation is seeking an Assistant Branch Manager (ABM) to drive growth, enhance client outcomes, and lead a high-performing team in the local market. You will partner with the Branch Manager to execute strategy, develop clients, grow assets, and deliver Schwab’s trusted experience while coaching staff and fostering a culture of continuous improvement.

In this role you’ll rely on licensed expertise and data-driven decisions to influence branch results, with opportunities for

Qualifications

• Active FINRA Series 7 license required.
• Currently hold or obtain FINRA Series 66 license (or Series 63/65).
• Currently hold or obtain FINRA Series 9 and 10 (or Series 8) licenses.
• Currently hold or obtain Life and Health Insurance license.
• Experience in financial services with client acquisition and relationship growth; leadership experience preferred.
• CFP designation preferred.

Responsibilities

• Partner with Branch Manager to expand relationships and assets.
• Lead and coach branch team to deliver Schwab experience.
• Drive business growth and client outcomes in local market.

Skills

Developing Others

Growth Mindset

Active Listening

Influential Communication

Business Growth

Education

FINRA Series 7 license

FINRA Series 66 license

FINRA Series 9 & 10 licenses

Life and Health Insurance license

CFP designation preferred

Job description

Charles Schwab Corporation is seeking an Assistant Branch Manager (ABM) to drive growth, enhance client outcomes, and lead a high-performing team in the local market. You will partner with the Branch Manager to execute strategy, develop clients, grow assets, and deliver Schwab’s trusted experience while coaching staff and fostering a culture of continuous improvement.

In this role you’ll rely on licensed expertise and data-driven decisions to influence branch results, with opportunities for