VP, Assistant Branch Manager (Wealth Management)

Location: Tacoma, Washington, United States. The role is based in a physical branch and requires flexibility to relocate across the U.S. branch network when a manager position becomes available.

Salary: USD 85,500–160,000 per year, plus bonus or incentive opportunities.

Company

hirify.global operates a nationwide branch network helping individuals and families pursue financial goals through investing, retirement planning, estate planning, charitable giving, banking, and lending services.

What you will do

• Develop and implement a local business plan focused on growing market share and client assets.
• Coach and develop branch professionals while supporting performance management and employee engagement.
• Build and deepen relationships with clients, community members, and internal Schwab partners.
• Support clients with financial goals across investing, retirement planning, estate planning, banking, and lending.
• Progress toward a future Branch Manager role within the Investor Services organization.

Requirements

• Bachelor’s degree or equivalent work-related experience.
• Valid and active Series 7 license.
• Valid and active Series 66 or Series 63/65 license; may be obtained within 90 days of employment.
• Valid and active Series 9/10 or Series 8 license; may be obtained within 90 days of employment.
• Flexibility to relocate across the U.S. branch network when a manager role becomes available.
• Five or more years of financial services experience with leadership experience is preferred.

Nice to have

• Life and Health Insurance license.
• CFP® designation.
• Experience with business development, coaching, performance management, and employee engagement.
• Strong brokerage and financial services industry knowledge.

Culture & Benefits

• Culture focused on trust, collaboration, continuous learning, and career growth.
• 401(k) with company match and employee stock purchase plan.
• Medical, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after every five years of service for eligible positions.