VP, Branch Manager - Spokane, WA
On-siteSpokane, Washington, United States
Spokane, Washington, United StatesOn-siteFull TimeSenior LevelBachelors DegreeEnterprise
Full TimeSenior LevelBachelors DegreeEnterprise
Job Summary
Lead branch revenue growth and client base expansion by inspiring teams of Financial and Investment Consultants to deliver investment guidance and support. Manage daily operations including sales coaching, process management, training delivery, performance recognition, and compliance tasks. Oversee client presentations, prospective employee interviews, and cross-enterprise partnerships while implementing large-scale sales strategies. Collaborate with business partners and share best practices to drive local market performance.
Required Qualifications
- 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
Desired 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
- A track record of success in sales and sales leadership
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