VP, Assistant Branch Manager - Campbell, CA

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

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, youhave the unique opportunity tocenter your workaround development and growth – foryour clients, your team, and yourself.In collaboration with, and under the guidance of, the Branch Manager, you willdevelop andimplementa comprehensive local business plan focused on growth of market share and client assets.As a branch leader, you will coacha driven team of branch professionals, attending to performance management and employee engagement.

In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achievetheir financial goals. As an ABM,you are ona directpath to become a Branch Manager, a critical leader role within our Investor Services organization, which isresponsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs.If you are seeking the next step in your career as a leader within wealth management,this may be the role for you.

What you have

Required Qualifications:

• Bachelor’s degree or equivalent work-related experience

• A valid and active Series 7 licenserequired

• A valid and active Series 66 (63/65) licenserequired

• A valid and active Series 9/10 (8) licenserequired(may be obtained within a90 daycondition of employment)

• Since this is a development role, those that are hired into his position need to be flexible torelocateacross the network when amanagerrole becomes available.

Preferred Qualifications:

• A minimum of 5 years in the financial services industry with leadership experiencepreferred

• Abilityto provide ongoing employee coaching, development, andrecognition

• Demonstrated business development experience with a strong drive forresults

• Passion to focuson retention and development of top talent through coaching, performance management, and employee engagement.

• Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desiredresults

• A valid and active Life and Health Insurance license (may be obtained within a120 daycondition of employment)

• CFP® designationispreferred

• Strong brokerage and industry knowledge

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance