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Charles Schwab Assistant Branch Manager, Member Branch- Phoenix, AZ in Phoenix, Arizona

Your Opportunity

Our branch network is part of the broader Investor Services organization and is primarily 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. 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 that common goal.

To learn more about our client offerings visit:Charles Schwab - Investor Services (

What you are good at

As a branch leader, the Assistant Branch Manager will focus on retention and development of top talent through coaching, performance management, and employee engagement. You will have oversight of one or several branches including having Associate Financial Consultants, Financial Consultants and the Client Service staff as direct reports. In this position, you will be responsible for delivering an excellent client experience through effective coaching of branch professionals and operational execution as necessary to ensure proper oversight, compliance and risk management of the branch.

Unlike some Assistant Branch Manager positions, you will have 10-15 direct reports and be responsible for your own teams business results. You will coach to sales activities and behaviors.

To learn more about the culture at Schwab, click here tomeet our people ( .

What you have

Required minimum skills and qualifications are:

  • Bachelor’s degreeor 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)

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

  • CFP designation is preferred

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

  • Strong brokerage and industry knowledge

  • Proven ability to provide ongoing employee coaching, development, and recognition

  • Demonstrated business development experience with a strong drive for results

  • Demonstrated dedication to treating clients in an ethical, empathetic and proactive way

  • Ability to build and sustain strong trusted partnerships with employees, peers and colleagues in other work groups based on mutual trust

  • Sound operational and supervisory judgment

  • Effective time management skills

  • Ability to build and deepen relationships with clients, within the community and within Schwab to achieve desired results

  • Demonstrated commitment to holding yourself and others to high degree of integrity

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Why Schwab?

At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees:What’s it like to work at Schwab! (

The benefits of working at Schwab : a package designed to empower your health, wealth, career and life.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.(Please click here to see policy.) (

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

Job Locations US-AZ-Phoenix

Requisition ID 2021-67760

Posted Date 2 days ago (2/22/2021 8:56 AM)

Category Sales & Relationship Management

Position Type Full time