Branch Manager, Producing
On-site · Bend, Oregon, United States
Job Summary
Producing Branch Manager role focused on building a client base of high net worth households, driving revenue, managing risk, recruiting and retaining Financial Advisors, and leading branch performance. Responsibilities include fiscal and personnel management, leadership and ethics compliance, developing cohesive teams, delivering superior client service, and guiding regulatory adherence. Requires deep product knowledge of Firm offerings, ability to recruit and develop talent, and strong leadership to achieve branch objectives and market growth.
Required Qualifications
- Bachelor’s degree or equivalent education or experience
- At least 5 or more years of experience as a Financial Advisor or comparable branch management or product area experience
- Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only)
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