Vice President, Assistant Branch Manager Greater Orlando, FL Area

The Company is seeking an Assistant Branch Manager (ABM) to join their team. The ABM plays a pivotal role in driving business growth, enhancing client outcomes, and improving team performance within the local market. This includes partnering with the Branch Manager to execute strategies that expand client relationships, grow assets, and increase market impact. The successful candidate will be empowered to make data-driven decisions, influence branch results, and will be set up for success in a highly collaborative environment that values leadership, coaching, and client engagement. Applicants for the ABM position at the company should have a valid and active FINRA Series 7 license, with the expectation to currently hold or obtain additional licenses. A CFP® designation is preferred, as is relevant financial services experience with a focus on client acquisition, relationship growth, and industry knowledge. The role requires a candidate with a growth mindset, strong skills in developing others, active listening, and influential communication. The ABM will be responsible for supporting branch growth by executing strategies that expand client relationships, assets, and wallet share. The company offers a clear career path for the ABM role, with the potential to progress to a Branch Manager position within a 3-year trajectory, and supports a culture of continuous development and growth.

Hiring Company

Charles Schwab