VP – Assistant Branch Manager
| Company | Charles Schwab |
|---|---|
| Location | Oklahoma City, OK, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 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)
- Flexibility to relocate across the network when a manager role becomes available.
Responsibilities
-
No responsibilities provided.
Preferred Qualifications
- A minimum of 5 years in the financial services industry with leadership experience preferred
- Ability to provide ongoing employee coaching, development, and recognition
- Demonstrated business development experience with a strong drive for results
- Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.
- Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results
- A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment)
- CFP® designation is preferred
- Strong brokerage and industry knowledge