VP, Assistant Branch Manager - Winter Park, FL

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

Your Opportunity

At Schwab, you’re empowered to grow your career while helping transform the finance industry through innovation and collaboration.

As an Assistant Branch Manager (ABM), you help drive business growth, client outcomes, and team performance within your local market. Partnering with the Branch Manager, you support strategy execution to expand relationships, grow assets, and increase market impact, using sound judgment and data-driven decisions to influence branch results.

Why you’re set up for success You will step into a highly collaborative environment where leadership, coaching, and client engagement are at the core of the role. You will work closely with branch leadership and peers to deepen client relationships, enhance team performance, and deliver a consistent Schwab experience. Your ability to actively listen, communicate effectively, and adapt your approach will enable you to navigate complex client and employee needs while driving outcomes.

Schwab Training and Development

• To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators.
• After completing Wealth Management University, your individualized development includes formal training in supervision, employee evaluation, and leadership, alongside ongoing, hands‑on coaching and mentorship within your branch, tailored to your background and career goals.

Career Pathing

• The ABM role provides a strong foundation for growth, with a clear path to a Branch Manager position within a 3 year trajectory. As you grow in the role, you will expand your ability to lead teams, drive business outcomes, and influence broader organizational success.
• Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You’ll be supported by leaders who invest in your growth and continuous development over time.

Competitive Compensation

• In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

What you have

The expertise you bring:

• A valid and active FINRA Series 7 license required
• Currently hold or obtain the FINRA Series 66 (or Series 63/65) license
• Currently hold or obtain the FINRA Series 9 and 10 (or Series 8) licenses
• Currently hold or obtain the Life and Health Insurance license
• Relevant financial services experience, including client acquisition, relationship growth, and demonstrated industry knowledge, with exposure to business development or leadership activities preferred
• CFP® designation preferred

The skills you bring:

Developing Others: Coaches and develops team members through clear expectations, actionable feedback, and performance guidance.

Growth Mindset: Embraces learning, feedback, and change while adapting to evolving client, market, and business needs.

Active Listening: Understands client and employee needs to provide thoughtful responses and tailored solutions.

Influential Communication: Communicates clearly to guide decisions, align stakeholders, and strengthen relationships.

Business Growth: Supports branch growth by executing strategies that expand client relationships, assets, and wallet share.