7 часов назад
VP, Branch Manager - Spokane, WA (Finance)
102 000 - 174 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
VP, Branch Manager - Spokane, WA (Finance): Leading a local financial services branch by coaching sales teams, expanding the client base, and increasing branch revenue with an accent on investment guidance, sales strategy, and regulatory compliance. Focus on managing Financial Consultants and Investment Consultants, delivering training, developing performance, and building client relationships.
Location: Spokane, Washington, United States
Salary: USD 102,000–174,000 per year, plus bonus or incentive opportunities.
Company
is a financial services firm focused on investment guidance, client support, and transforming the finance industry.
What you will do
- Lead the local branch and provide leadership, service, and investment guidance to clients.
- Coach Financial Consultants and Investment Consultants on sales strategies and processes.
- Increase branch revenue and expand the client base.
- Deliver training, manage performance, recognize achievements, and share best practices.
- Conduct client presentations, interview prospective employees, and collaborate with business partners.
- Complete compliance and administrative activities required in the financial services industry.
Requirements
- Active and valid Series 7 license.
- Active and valid Series 66 license, or Series 63/65, required within 90 days if not already held.
- Active and valid Series 9/10 license required within 90 days if not already held.
- Active Life and Health Insurance license, or ability to obtain it within 120 days.
- Bachelor’s degree or equivalent work-related experience.
- At least 4 years of financial sales leadership experience.
Nice to have
- Active FINRA Series 24 license.
- CFP, CFA, CIMA, and/or AAMS certification.
- Strong leadership, management, motivational, communication, and sales skills.
- Experience building cross-enterprise partnerships and a record of success in sales leadership.
Culture & Benefits
- Meaningful work, continuous learning, and a culture of trust and collaboration.
- 401(k) with company match and an employee stock purchase plan.
- Paid vacation, volunteering time, and a 28-day sabbatical after five years of service for eligible positions.
- Paid parental leave and adoption and family-building benefits.
- Health, dental, and vision insurance.
- Tuition reimbursement.
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