Job Listing: Financial Advisor - Branch Manager

A major investment consulting organization is seeking an experienced and driven branch manager (Series 7, 63 and 65 or 66 Licensed, Proven Leader, Manager and K). The organization provides investors with a broad range of brokerage, mutual fund, and consumer financial products and services on an integrated basis.

As branch manager, you will be responsible for:
Development of branch sales professionals and branch production;
Growing sales knowledge and experience, improving processes and enhancing the client experience; Ensuring advice practices are adhered to and developed plans meet suitability requirements; Branch recruitment and staffing sales professionals in a timely manner; Expanding and deepening client relationships by extending the entire product line.

Collaborating and building effective relationships to ensure seamless client service; Ensuring sales professionals are developed, trained, knowledgeable of, and comply with established procedures; Ensuring performance objectives are set collaboratively for all associates and that performance feedback is provided on a regular basis; Training and supporting associates to meet their personal development objectives.
Volt is an Equal Opportunity Employer.

Required Skills

A Bachelor's degree; Series 7, 63 and 65 or 66 licenses; Series 9/10 or 24 preferred; Proven leadership, management, and motivational skills; 3 - 5 years of proactive, successful sales experience managing people in the financial services industry; Outstanding communication skills; Comprehensive industry and investment knowledge; The ability to present complex financial solutions in a way that enables clients to make informed investment decisions.

Great benefits and incentives!

Date Posted: September 25, 2008

Job Details

Job Location

Candidate Application
Employer: Volt Staffing Address: Contact:
Job Type: Full-time City: Beaverton Phone: 512-912-0190
Experience: State: Oregon
Education: Bachelors Degree Zip Code:97007 Online: Website Link

Salary and Benefits

65,000.00 - 150,000.00 Annual DOE

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