Assistant Branch Manager: Lead Growth & Client Impact

Charles Schwab Corporation; Winter Park (FL); On-site; USD 95,000 - 130,000; Full time

Job summary

Charles Schwab Corporation in Winter Park, FL is seeking an Assistant Branch Manager to drive local market growth, client outcomes, and team performance. You will partner with the Branch Manager to execute strategy, expand relationships, grow assets, and influence branch results with sound judgment and data-driven decisions.

You will participate in Schwab's training and development programs, including Wealth Management University, and experience leadership coaching, employee evaluation, and

Qualifications

• FINRA Series 7 license required.
• Series 66 (or 63/65) license required.
• Series 9 and 10 (or 8) license required.
• Life and Health Insurance license required.
• CFP designation preferred.

Responsibilities

• Drive business growth, client outcomes, and team performance in the local market.
• Partner with Branch Manager to execute strategy, expand relationships, and grow assets.
• Make data-driven decisions to influence branch results and customer experience.
• Lead, coach, and engage clients and staff to deliver Schwab standards.

Skills

Developing Others

Growth Mindset

Active Listening

Influential Communication

Business Growth

Education

FINRA Series 7 license

FINRA Series 66 license

FINRA Series 9/10 or 8 license

Life and Health Insurance license

CFP designation (preferred)

Job description

Charles Schwab Corporation in Winter Park, FL is seeking an Assistant Branch Manager to drive local market growth, client outcomes, and team performance. You will partner with the Branch Manager to execute strategy, expand relationships, grow assets, and influence branch results with sound judgment and data-driven decisions.

You will participate in Schwab's training and development programs, including Wealth Management University, and experience leadership coaching, employee evaluation, and