Branch Manager (denver, Co)

Willenborg Wealth Management

Denver, CO, US
$57,783.96-$150,000.00; not specified; not specifi...
Remote
Compliance oversight
Financial markets knowledge
Sales goal development
Manages the compliance oversight, ensuring adherence to firm and regulatory policies and procedures

Job Summary

  • Manages the compliance oversight, ensuring adherence to firm and regulatory policies and procedures.
  • Develops and implements plans to meet office sales goals.
  • Participates in community affairs as a representative of the firm.

Matching Summary

Manages the compliance oversight, ensuring adherence to firm and regulatory policies and procedures.

Salary

$57,783.96-$150,000.00; Not specified; Not specified

Skills & Requirements

Must-have

  • Compliance oversight
  • Financial markets knowledge
  • Sales goal development
  • Client account reviews
  • Branch personnel coordination
  • Community affairs participation

Nice-to-have

  • Service 1st attitude
  • Professional appearance and demeanor
  • Interpersonal styles
  • Continuous learning ability

Key Requirements

  • Bachelor's degree or equivalent
  • 3 years financial services experience
  • SIE required
  • Series 7, 9 & 10 (or 8) required
  • Series 63 & 65, or 66 required
  • Life, Health, and Variable Annuity Licenses
  • NFA Commodities License if applicable

Work Rights

Not specified

Tailored Resume

Cover Letter