VP, Assistant Branch Manager - Dallas, TX (North Dallas)
About The Position
At Schwab, you’re empowered to grow your career while helping transform the finance industry through innovation and collaboration. As an Assistant Branch Manager (ABM), you help drive business growth, client outcomes, and team performance within your local market. Partnering with the Branch Manager, you support strategy execution to expand relationships, grow assets, and increase market impact, using sound judgment and data-driven decisions to influence branch results. You will step into a highly collaborative environment where leadership, coaching, and client engagement are at the core of the role. You will work closely with branch leadership and peers to deepen client relationships, enhance team performance, and deliver a consistent Schwab experience. Your ability to actively listen, communicate effectively, and adapt your approach will enable you to navigate complex client and employee needs while driving outcomes.
Requirements
- A valid and active FINRA Series 7 license required
- Currently hold or obtain the FINRA Series 66 (or Series 63/65) license
- Currently hold or obtain the FINRA Series 9 and 10 (or Series 8) licenses
- Currently hold or obtain the Life and Health Insurance license
- Relevant financial services experience, including client acquisition, relationship growth, and demonstrated industry knowledge, with exposure to business development or leadership activities preferred
Nice To Haves
- CFP® designation preferred
Responsibilities
- Help drive business growth, client outcomes, and team performance within your local market.
- Partner with the Branch Manager to support strategy execution to expand relationships, grow assets, and increase market impact.
- Use sound judgment and data-driven decisions to influence branch results.
- Deepen client relationships, enhance team performance, and deliver a consistent Schwab experience.
- Navigate complex client and employee needs while driving outcomes.
Benefits
- Bonus and incentive opportunities tied to performance
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
