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VP, Assistant Branch Manager - Private Wealth Services
WESTLAKE, TX
May 7, 2025
$102,500 - $150,000 a year
Full-time
Full Job Description
Position Type: Regular

Your opportunity


At Schwab,you'reempowered 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) - Private Wealth Services, youhave the unique opportunity tocenter your workaround development and growth - foryour clients, your team, and yourself.In collaboration with, and under the guidance of two Branch Managers in Private Wealth Services, you willdevelop andimplementa comprehensive local business plan focused on assisting the mission to reach, retain and grow in our ultra-high-net worth segment ($10M+).As a branch leader, you will coacha driven team of branch professionals, attending to performance management and employee engagement.

As an ABM,you are ona directpath to become a Branch Manager in the local Branch Network, on a Centralized team or Private Wealth Services, a critical leader role within our Investor Services organization, whichisresponsible forhelping 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 licenserequired
  • A valid and active Series 66 (63/65) licenserequired
  • A valid and active Series 9/10 (8) licenserequired(may be obtained within a90-daycondition of employment)
  • A valid and active Life and Health Insurance license (may be obtained within a120-daycondition 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 experiencepreferred
  • Abilityto provide ongoing employee coaching, development, andrecognition
  • Demonstrated business development experience with a strong drive forresults
  • Passion to focuson 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 across Schwab to achieve desiredresults
  • CFP,CPWA, and/or CWSdesignationispreferred
  • Strong brokerage and industry knowledge

Candidate must be located or open to relocation in one of the following metropolitan areas:

  • Dallas, TX

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
PDN-9edac74c-8a76-484c-a779-ec4a98bc6b42
Job Information
Job Category:
Retail
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VP, Assistant Branch Manager - Private Wealth Services
Charles Schwab
WESTLAKE, TX
May 7, 2025
$102,500 - $150,000 a year
Full-time
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