3 дня назад
VP, Branch Manager-Studio City, CA (Finance)
122 400 - 245 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
VP, Branch Manager-Studio City, CA (Finance): Leading a local financial services branch in Los Angeles by coaching sales teams, expanding the client base, and increasing branch revenue with an accent on investment guidance, sales strategy, compliance, and performance management. Focus on developing Financial Consultant and Investment Consultant capabilities, delivering client presentations and training, and managing branch operations.
Location: Los Angeles, CA, United States; onsite branch role
Salary: USD $122,400–$245,000 per year
Company
provides financial services focused on investment guidance, client support, and branch-based wealth management.
What you will do
- Lead the local branch and provide service, advice, and leadership to clients and financial professionals.
- Inspire and coach Financial Consultants and Investment Consultants while implementing sales strategies.
- Increase branch revenue and expand the client base.
- Manage sales processes, deliver training, and oversee performance management and recognition.
- Conduct client presentations, interview prospective employees, and collaborate with business partners.
- Perform compliance and administrative tasks relevant to the financial services industry.
Requirements
- Active and valid Series 7 license required.
- Active and valid Series 66, or Series 63/65, license required.
- Active and valid Series 9/10 license required.
- Active and valid Life and Health Insurance license required.
- Bachelor’s degree or equivalent, or equivalent work-related experience.
- 4+ years of financial sales leadership experience.
Nice to have
- Active and valid FINRA Series 24 license.
- CFP, CFA, CIMA, and/or AAMS certification.
- Strong leadership, management, motivational, communication, and sales skills.
- Experience establishing cross-enterprise partnerships and a record of success in sales leadership.
Culture & Benefits
- Culture focused on meaningful work, continuous learning, trust, and collaboration.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, and a 28-day sabbatical after every five years of service for eligible positions.
- Paid parental leave and family-building benefits.
- Health, dental, and vision insurance, plus tuition reimbursement.
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