Description

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Schwab's International Branch Network provides wealth management support to cross border ( non U .S. resident) clients , helping them navigate U.S. markets and pursue their financial goals. The International Branch teams includes International Financial Consultants and Wealth Consultants to deliver advice, manage relationships, and grow client assets through a collaborative, relationship - based approach. International Branch teams are also supported by roles such as Financial Consultant Partners and Client Relationship Specialists , who collaborate with branch leadership and advisors to help deliver a seamless, high - quality client experience across the practice.

As an Assistant Branch Manager (ABM) within Schwab's International Branch Network , you'll help drive branch growth while developing as a leader. Partnering closely with the Branch Manager, you'll execute a local business plan focused on increasing market share and client assets , and you'll lead and coach professionals who support clients in pursuing their financial goals.

This is a development role with a direct path to Branch Manager within Investor Services-supporting individuals and families with goals such as retirement and estate planning. If you're energized by coaching others, delivering results, and building lasting client relationships, this could be your next step.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

• Orlando : 1958 Summit Park Dr, Orlando FL 32810

• Westlake : 3000 Schwab Way, Westlake, TX 76262

What you have

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience

• Active FINRA licenses: Series 7, Series 66 (or 63/65), and Series 9/10 (or 24 )

• Demonstrated ability to lead, coach, and develop a team to achieve performance goals (e.g., coaching, feedback, recognition)

• Proven skill in business development and driving outcomes (pipeline building, client acquisition, deepening relationships, or asset growth)

• Strong capability to build and deepen client relationships and partner across teams to deliver results

• Flexibility to relocate across the network when a Branch Manager opportunity becomes available

Preferred Qualifications

• Professional designations such as CFP, CFA, CIMA, AAMS, AWMA, or CWS

• Strong brokerage/industry knowledge and the ability to apply it in coaching and client outcomes

• Experience strengthening engagement and retention through performance management and talent development practices
• Proficiency in Spanish is preferred.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.



Requisition #: 2026-119397

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Requirements

2026-119397