The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch
Job Summary
The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch.
Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the Branch’s results.
The Non-Producing Branch Manager will report into the Market Executive.
Matching Summary
The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch.
Skills & Requirements
Must-have
Drive revenue and profit
Manage risk within branch
Recruitment and retention of Financial Advisors
Fiscal and personnel management
Business ethics and practices
Compliance with laws and regulations
Nice-to-have
Client service excellence
Develop cohesive teams
Consistent leadership
Accountability for branch results
Coaching and mentoring Financial Advisors
Key Requirements
5 or more years of related experience
Demonstrated success managing a substantial branch office
Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations