VP, Assistant Branch Manager - Campbell, CA

Position Type: Regular

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, you   have the unique opportunity to   center your work   around development and growth – for   your clients, your team, and yourself.   In collaboration with, and under the guidance of, the Branch Manager, you will   develop and   implement   a comprehensive local business plan focused on growth of market share and client assets.   As a branch leader, you will coach   a 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 achieve   their financial goals. As an ABM,   you are on   a direct   path to become a Branch Manager , a critical leader role within our Investor Services organization , which is   responsible 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 license   required  

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

• A valid and active Series 9/10 (8) license   required  (may be obtained within a  90 day   condition of employment)  

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

Preferred Qualifications:  

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

• Ability   to provide ongoing employee coaching, development, and   recognition  

• Demonstrated business development experience with a strong drive for   results  

• Passion to focus   on 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 desired   results  

• A valid and active Life and Health Insurance license (may be obtained within a  120 day   condition of employment)  

• CFP® designation   is   preferred  

• 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