VP, Assistant Branch Manager - Boise, ID
Company: Charles Schwab
Location: Caldwell
Posted on: January 19, 2023
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Job Description:
Position Type: RegularYour OpportunityOur 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: -What you are good
atThe Assistant Branch Manager (ABM) is part of the Branch Network
where we deliver Wealth Management services to clients to meet
their financial needs. In this role, you will report to the Branch
Manager and responsibilities will be dependent on the Branch
Manager's span of control and geographic location. - In
collaboration with the Branch Manager, the ABM will develop and
execute a comprehensive local business plan focused on growth of
market share and client assets. - -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. - -
-As a local representative, the Assistant Branch Manager will be
involved in community development in partnership with the Branch
Manager to increase brand awareness through the development and
execution of events, workshops, and sponsorships as well as
participation in organizational memberships. - - -Under the
mentorship of a Branch Manager, you will progress through a
learning curriculum that will prepare them for a Branch Manager
role in approximately 18-24 months. Since this is a development
role, those that are hired into this position need to be flexible
to relocation across the network when a manager role becomes
available. - - -To learn more about the culture at Schwab, click
here to --- -What you haveRequired minimum skills and
qualifications are: - -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) -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 -Why work for us?Own Your
Tomorrow embodies everything we do! We are committed to helping our
employees ignite their potential and achieve their dreams. Our
employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.Benefits: A competitive and flexible
package designed to empower you for today and tomorrow. We offer a
competitive and flexible package designed to help you make the most
of your life at work and at home-today and in the future. Explore
.Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal 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 to see the policy. Schwab is an
affirmative action employer, focused on advancing women, racial and
ethnic minorities, veterans, and individuals with disabilities in
the workplace. If you have a disability and require reasonable
accommodations in the application process, contact Human Resources
at or call .TD Ameritrade, a subsidiary of Charles Schwab, is an
Equal Opportunity Employer. At TD Ameritrade we believe People
Matter. We value diversity and believe that it goes beyond all
protected classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Caldwell , VP, Assistant Branch Manager - Boise, ID, Executive , Caldwell, Idaho
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