Associate Branch Manager (Financial Services)

Location: Richmond, Virginia, United States

Base salary: $43,888 per year, with potential bonus, commissions, and long-term incentives.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

• Lead, coach, and develop financial advisors within a branch or small geographic area.
• Build and execute business plans focused on revenue growth, asset growth, client acquisition, financial planning, and retention.
• Maintain or develop a personal wealth management practice and serve clients through the Ameriprise Client Experience.
• Review branch performance, coach advisors on business planning, client acquisition, advice, investment solutions, and practice growth.
• Support recruitment, onboarding, and ramp-up plans for experienced advisors.
• Conduct regular advisor meetings and manage delegated supervision and client-risk activities.

Requirements

• Bachelor’s degree or equivalent.
• 3+ years of people management experience and 4+ years of professional experience.
• Active FINRA Series 7, or ability to obtain it within 150 days.
• Active state securities, investment adviser representative, and required insurance registrations, or ability to obtain them within 150 days.
• Excellent compliance record and knowledge of compliance requirements.

Nice to have

• 3–5 years of demonstrated sales success, including client acquisition and closing business.
• Leadership, presentation, business planning, strategic management, and data analysis skills.
• Relevant industry designations such as CFP.

Culture & Benefits

• Client-focused culture built around integrity, excellence, respect, peer learning, and continuous development.
• Full-time, exempt employment.
• Vacation time, sick time, 401(k), and health, dental, and life insurance benefits.
• Performance-based compensation with potential bonus, commissions, and long-term incentives.