Branch Leader - Katy, TX
On-siteKaty, Texas, United States
Job Summary
Lead a team of sales and service associates preparing to lead their own branch, collaborating with senior management to build a strong sales team and develop service associates. Apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events. Coordinate branch operations, ensuring compliance and resolving customer concerns while developing and motivating associates to achieve individual and team success. This developmental role lasts 12-24 months, providing the first opportunity for those aiming to lead their own branch within the investor center network.
Required Qualifications
- At least five years in a financial sales role
- Series 7 and 66 or 63/65
- Must acquire the Series 9/10 upon hire
- Validated grasp of compliance and regulatory guidelines
Desired Qualifications
- Three or more years of management within a financial services environment
- Impressive time-management skills and ability to complete multiple priorities
- Natural ability to influence and develop the sales skills of others
- Professional demeanor and excellent interpersonal skills
- Positive attitude, empowering business integrity and a strong work ethic with a high level of integrity
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