Branch Manager Trainee

1 week ago

Corte Madera, California, United States Charles Schwab Full time
{"h2": "Your Opportunity at Charles Schwab", "p": "At Charles Schwab, you'll have the chance to make a meaningful impact on your career and the finance industry. As an Assistant Branch Manager, you'll work closely with the Branch Manager to develop and implement a comprehensive local business plan focused on growth and client satisfaction. You'll also coach and mentor a team of professionals, attending to performance management and employee engagement. In this role, you'll be on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization.

", "ul": [{"li": "Bachelor's degree or equivalent work-related experience"}, {"li": "Valid and active Series 7 license required"}, {"li": "Valid and active Series 66 (63/65) license required"}, {"li": "Valid and active Series 9/10 (8) license required (may be obtained within a 90-day condition of employment)"}, {"li": "Flexibility to relocate across the network when a manager role becomes available"}], "h2": "What You Have", "p": "To be successful in this role, you'll need to have a strong background in the financial services industry, with a minimum of 5 years of experience and leadership skills. You'll also need to be able to provide ongoing employee coaching, development, and recognition, as well as demonstrate business development experience with a strong drive for results.

", "ul": [{"li": "Ability to provide ongoing employee coaching, development, and recognition"}, {"li": "Demonstrated business development experience with a strong drive for results"}, {"li": "Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement"}, {"li": "Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results"}, {"li": "Valid and active Life and Health Insurance license (may be obtained within a 120-day condition of employment)"}, {"li": "CFP designation is preferred"}, {"li": "Strong brokerage and industry knowledge"}], "h2": "What's in It for You", "p": "At Charles 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.

", "ul": [{"li": "401(k) with company match and Employee stock purchase plan"}, {"li": "Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions"}, {"li": "Paid parental leave and family building benefits"}, {"li": "Tuition reimbursement"}, {"li": "Health, dental, and vision insurance"}]}

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