5 дней назад
VP, Assistant Branch Manager (Finance)
85 500 - 174 800$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
VP, Assistant Branch Manager (Finance): Supporting branch strategy, client relationship growth, asset expansion, and team performance in a local financial services market with an accent on leadership, coaching, and client engagement. Focus on executing business growth initiatives, developing professionals, navigating complex client and employee needs, and meeting regulatory licensing requirements.
Location: Huntington Station, NY, United States; onsite at a local retail branch
Salary: USD $85,500–$174,800 per year, plus bonus and performance-based incentive opportunities. Application deadline: September 24, 2026.
Company
provides financial and investment services and is transforming the finance industry through innovation and collaboration.
What you will do
- Partner with the Branch Manager to execute strategy and support branch business growth.
- Expand client relationships, increase assets, deepen wallet share, and improve market impact.
- Coach, develop, and support branch professionals through clear expectations, feedback, and performance guidance.
- Use active listening and influential communication to address client and employee needs and guide decisions.
- Track performance against key metrics and adapt priorities to changing client needs and market conditions.
Requirements
- Valid and active FINRA Series 7 license required.
- Currently hold or obtain FINRA Series 66, or Series 63/65, license.
- Currently hold or obtain FINRA Series 9 and 10, or Series 8, licenses.
- Currently hold or obtain a Life and Health Insurance license.
- Relevant financial services experience, including client acquisition, relationship growth, and industry knowledge.
- Ability to coach teams, communicate effectively, listen actively, and drive business growth.
Nice to have
- Business development or leadership experience.
- CFP® designation.
Culture & Benefits
- Four-week virtual Wealth Management University training led by live facilitators.
- Formal training in supervision, employee evaluation, and leadership, with ongoing coaching and mentorship.
- Clear potential path to Branch Manager within a three-year trajectory.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, and vision insurance, paid parental leave, family-building benefits, tuition reimbursement, paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
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