Growth-Driven Assistant Branch Manager

Charles Schwab Corporation; Edgemont (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Bonus and incentive opportunities

Career development programs

Competitive compensation

Job summary

Charles Schwab Corporation is seeking an Assistant Branch Manager to drive growth, enhance client outcomes, and elevate team performance within a local market. With a collaborative leadership approach, you will work alongside the Branch Manager to execute strategy, expand relationships, and increase assets while delivering Schwab’s trusted client experience.

The role requires active FINRA licensing (Series 7, 66, and 9/10 or 8), plus Life and Health Insurance credentials.

Qualifications

• Active FINRA licenses required and ongoing compliance with regulations.
• Experience in financial services with client acquisition and relationship growth.
• Leadership experience and ability to coach a team toward goals and performance metrics.

Responsibilities

• Drive business growth and client outcomes in the local market.
• Partner with Branch Manager to execute strategy and expand assets.
• Develop and coach the branch team to deliver Schwab service excellence.

Skills

FINRA Series 7 license

FINRA Series 66 license

FINRA Series 9/10 or 8 licenses

Life & Health Insurance license

Client acquisition

Relationship growth

Influential communication

Coaching & developing others

Education

CFP designation preferred

Job description

Charles Schwab Corporation is seeking an Assistant Branch Manager to drive growth, enhance client outcomes, and elevate team performance within a local market. With a collaborative leadership approach, you will work alongside the Branch Manager to execute strategy, expand relationships, and increase assets while delivering Schwab’s trusted client experience.

The role requires active FINRA licensing (Series 7, 66, and 9/10 or 8), plus Life and Health Insurance credentials.