Job Description
Position Type:
Regular
Your opportunity
At Schwab, youre 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 youre 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, youll 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
approachempowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. Youll 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.
To learn more about our client offerings visit: Charles Schwab - Investor Services
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
Ability to coach, develop, and support a team of professionals by providing clear expectations, actionable feedback, and ongoing performance guidance
Applies a structured approach to performance management that drives engagement, accountability, and continuous improvement
Growth Mindset
Demonstrates openness to learning, feedback, and new challenges while continuously building leadership and business capabilities
Adapts approach based on evolving client needs, market conditions, and business priorities
Active Listening
Uses active listening to understand client and employee needs, ensuring thoughtful responses and tailored solutions
Builds trust by demonstrating empathy, responsiveness, and a commitment to delivering a high-quality experience
Influential Communication
Communicates with clarity and purpose to guide decision-making, align teams, and inspire action
Effectively navigates conversations with clients, employees, and stakeholders to achieve desired outcomes and strengthen relationships
Business Growth
Partners with the Branch Manager to execute growth initiatives and track performance against key metrics
Drives branch growth by supporting strategies that expand client relationships, increase assets, and deepen wallet share
Whats in it for you
At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso 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
Job Tags
Local area