Growth-Focused Branch Leader - Assistant Manager

Charles Schwab; Village of Scarsdale (NY); Vor Ort; USD 86.000 - 175.000; Vollzeit

Benefits dieser Stelle

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Zusammenfassung

Charles Schwab is seeking an Assistant Branch Manager to drive growth, improve client outcomes, and elevate team performance in the local market. You will partner with the Branch Manager to expand relationships, assets, and overall market impact using data-driven decisions.

You will undergo Wealth Management University training and ongoing leadership development, with a clear path to Branch Manager within three years. The role includes bonus opportunities and a comprehensive benefits package.

Qualifikationen

• Must hold an active FINRA Series 7 license
• Must hold or obtain FINRA Series 66 (or Series 63/65)
• Must hold or obtain FINRA Series 9 and 10 (or Series 8)
• Must hold or obtain Life and Health Insurance license
• Relevant financial services experience with leadership exposure preferred

Aufgaben

• Drive business growth, client outcomes, and team performance within local market
• Partner with Branch Manager to expand relationships and assets
• Support strategy execution to influence branch results
• Lead, coach, and engage with team to deliver Schwab client experience
• Execute growth initiatives and track performance against key metrics

Kenntnisse

Active Listening

Developing Others

Growth Mindset

Influential Communication

Business Growth

Ausbildung

FINRA Series 7 license

FINRA Series 66 license

FINRA Series 9/10 or 8 license

Life and Health Insurance license

CFP designation preferred

Jobbeschreibung

Charles Schwab is seeking an Assistant Branch Manager to drive growth, improve client outcomes, and elevate team performance in the local market. You will partner with the Branch Manager to expand relationships, assets, and overall market impact using data-driven decisions.

You will undergo Wealth Management University training and ongoing leadership development, with a clear path to Branch Manager within three years. The role includes bonus opportunities and a comprehensive benefits package.