VP, Branch Manager - Birmingham, AL

About the role

As a Branch Manager, you work in the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today. You will inspire your team of financial professionals as they provide investment guidance and support to clients. You will be responsible for increasing branch revenue while expanding its client base. Additionally, you will work closely with your team of Financial Consultants (FC) and Investment Consultants (IC) in implementing large-scale and tactical sales strategies.

Responsibilities

• Sales coaching
• Sales process management
• Training delivery
• Performance management and recognition
• Client presentations
• Interviewing prospective employees
• Collaborating with business partners
• Sharing of best practices
• Performing compliance and administrative tasks characteristic of our industry

Requirements

• Active and valid Series 7 license
• Active and valid Series 66 (63/65) license required (may be obtained within a 90-day condition of employment)
• Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment)
• Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment)
• Bachelor’s degree or equivalent, or equivalent work-related experience
• 4+ years financial sales leadership experience

Preferred qualifications

• Active and valid FINRA Series 24 license
• CFP, CFA, CIMA, and/or AAMS
• Strong leadership, management, and motivational skills
• A desire to lead, a passion for sales management, and a deep commitment to client service
• Proficient in establishing quality cross-enterprise partnerships
• Excellent communication skills and a track record of success in sales and sales leadership

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance