Vice President, Assistant Branch Manager Greater Los Angeles, CA Area

The Company is seeking an Assistant Branch Manager (ABM) to join their dynamic team. The ABM will work closely with the Branch Manager to develop and implement a local business plan that is centered around the growth of market share and client assets. This role is pivotal in coaching a team of branch professionals, focusing on performance management, and employee engagement. The successful candidate will be a branch leader, with the opportunity to progress to the critical role of Branch Manager, and will be responsible for helping clients achieve their financial goals, including retirement planning, charitable giving, estate planning, and active investing. Applicants for the ABM position at the company should have a Bachelor’s degree or equivalent work-related experience, and hold a valid and active Series 7, Series 66 (63/65), and Series 9/10 (8) license. The role requires a candidate with a minimum of 5 years in the financial services industry, with a preference for those with leadership experience. The ideal candidate will have a strong background in business development, a passion for coaching and developing talent, and a drive for results. Openness to building and deepening relationships with clients and within the community is essential. A valid and active Life and Health Insurance license, as well as a CFP® designation, are preferred. Strong brokerage and industry knowledge is also a key requirement for this role.

Hiring Company

Charles Schwab