Branch Leadership Trailblazer: Grow Clients & Teams

Charles Schwab; Campbell (CA); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Assistant Branch Manager in Campbell, California, to develop and implement local business plans aimed at growing market share. This role includes coaching a driven team and direct engagement with clients to help them achieve their financial goals.

The ideal candidate will have a Bachelor’s degree, relevant licenses, and approximately 5 years in financial services. Competitive benefits include a 401(k) plan, paid time off, and more.

Qualifications

• Valid and active Series 7, 66 (63/65), and 9/10 (8) licenses required.
• Minimum 5 years in financial services preferred.
• Flexibility to relocate across the network.

Responsibilities

• Develop and implement a local business plan focusing on growth.
• Coach a team of branch professionals.
• Work directly with clients to achieve financial goals.

Skills

Leadership experience

Business development

Employee coaching

Relationship building

Education

Bachelor’s degree or equivalent

CFP® designation (preferred)

Job description

Charles Schwab is seeking an Assistant Branch Manager in Campbell, California, to develop and implement local business plans aimed at growing market share. This role includes coaching a driven team and direct engagement with clients to help them achieve their financial goals.

The ideal candidate will have a Bachelor’s degree, relevant licenses, and approximately 5 years in financial services. Competitive benefits include a 401(k) plan, paid time off, and more.