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VP, Assistant Branch Manager - Virginia Beach, VA

Charles Schwab
Posted 3 days ago, valid for a year
Location

Virginia Beach, VA 23458, US

Salary

$80,000 - $96,000 per annum

info
Contract type

Full Time

Health Insurance
Life Insurance
Tuition Reimbursement

By applying, a Charles Schwab account will be created for you. Charles Schwab's will apply.

Sonic Summary

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  • The Assistant Branch Manager (ABM) position at Schwab focuses on growth and development within the finance industry, emphasizing client and team advancement.
  • Candidates are required to have a Bachelor's degree and a minimum of 5 years of experience in the financial services industry, preferably with leadership experience.
  • A valid Series 7, Series 66 (63/65), and Series 9/10 (8) license are required, with the latter to be obtained within 90 days of employment.
  • The role includes coaching a team of branch professionals and executing local business plans to enhance market share and client assets, with a direct path to becoming a Branch Manager.
  • Schwab offers a competitive salary and benefits package, including a 401(k) plan, paid time off, and tuition reimbursement, supporting employee success.
Position Type: Regular

Your opportunity


 

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 execute 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 

 

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.  You will be required to register and to submit to the required SAFE Act background check and registration process.


What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

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

Apply now in a few quick clicks

By applying, a Charles Schwab account will be created for you. Charles Schwab's will apply.