Branch Manager Wellesley MA
Branch Manager Wellesley MA
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Required Qualifications
- Bachelors degree
- FINRA Series 7 24 53 and 66 (or 63 & 65 registrations required
- State life and health licenses required
- 5 years of experience in Branch Management or Sales Management
- 10 years financial services/insurance industry experience
- Proven track record in managing profitability
- Demonstrated success in leadership roles
Preferred Qualifications
- CLU ChFC and/or CFP a big plus
- FINRA Series 4 registration is encouraged
- Strong professional work history in the RBG business
- Ability to make sound business and strategic decisions in partnership and conjunction with other leadership within the branch
- Ability to effectively manage multiple locations across a large geographic area
- Broad experience in advance market planning seminar selling training and sponsored software
- Exceptional interpersonal and collaboration skills
- Demonstrated success in recruiting and building diverse teams highly desired
- Demonstrated success in overseeing and running an effective supervisory system
- Exceptional managerial skills ability to communicate/coach associates good computer and organizational skills
- A compliance record with no substantial disciplinary action or sales practice deficiencies
- Excellent communications skills and demonstrated ability to interact effectively with all levels
- Comprehensive knowledge of life annuity and investment products market planning and financial planning
ABOUT EQUITABLE
At Equitable were a team committed to helping our clients secure their financial wellbeing so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking working and leading differently where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth internal mobility comprehensive compensation and benefits to support overall wellbeing flexibility and a culture of collaboration and teamwork.
We are looking for talented dedicated purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
**********
Equitable is committed to providing equal employment opportunities to our employees applicants and candidates based on individual qualifications without regard to race color religion gender gender identity and expression age national origin mental or physical disabilities sexual orientation veteran status genetic information or any other class protected by federal state and local laws.
NOTE: Equitable participates in the EVerify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position please contact Human Resources ator email us at.
#LIANCHOR
At Equitable our power is in our people.
Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here youll work with dynamic individuals build your skills and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential
Equitable is seeking a Branch Manager to join our team in Wellesley MA. This EVP position oversees the New England Branch and will be responsible for the development and of the overall Branch business goals. The Branch Manager will be required to live in the geographic proximity to the branch they manage and work in the office a minimum of 4 days per week. This is not a remote position. The Branch Manager will have accountability for 9 branchwide key managerial components:
Key Job Responsibilities
- Recruiting Hiring and Retention
- Training and Development of Associates
- Staff Management and Development
- Supervision and Documentation Practices
- Branch Sales Activity and Promotion
- Marketing and Communications
- Finance Operations and Technology Initiatives
- Leadership and Culture
- RBG Leadership and Growth
Key activities include (but are not limited to):
Recruiting and Hiring: Develop a hiring plan and headcount allocation within the branch. Oversee VP recruiting and hiring goals. Manage recruiting budget and recruiting resources. Build a diverse team.
Supervision: Responsible for the supervision of the Financial Professionals in accordance with FINRA SEC state and firm rules policies and procedures. Further performance expectations include but are not limited to: establishing a strong compliance tone/environment positive branch exam results team cohesiveness with the principal(s) responsible for day to day supervision etc.
Staff Management and Development: Demonstrate effective leadership for the entire branch population including advisors District Managers and employees. Manage the team in partnership with fellow branch management. Streamline procedures processes and people to drive efficient branch results. Create an inclusive culture and cohesive work environment across all locations.
This role is eligible for variable compensation. For eligible employees Equitable provides a full range of benefits. This includes medical dental vision and a 401(k) plan.
Required Experience:
Manager
Employment Type
Full-Time
