Assistant Branch Growth Manager

4 days ago

San Diego, United States Cetera Financial Group Full time
Job Description

Are you a driven financial services professional looking to take the next step in your career? We're looking for an Assistant Branch Manager to join our passionate team and help lead our branch to new heights This dynamic position works with the Branch Manager in improving the office's retention of existing financial professionals, recruiting new financial professionals, running the branch's intern program and growing revenue. Do you have what it takes to lead and drive success in our branch?

What you will do
  • Strategic Leadership: Collaborate with our Branch Manager to develop and execute annual business plans, while supporting our Financial Professionals in achieving their goals with data insights and reporting.
  • Talent Development: Recruit and mentor experienced Financial Professionals, fostering their growth and success. Retain existing Financial Professionals and recruit for Sales Assistant to support Financial Professional's business.
  • Client-Centric Approach: Build strong client relationships and drive revenue growth through innovative client engagement strategies. Oversee Branch Growth and Profitability alongside of the Branch Growth Manager to ensure year over year branch revenue growth.
  • Training and Support: Partner with CIS Training department and lead in-office training sessions and mentorship programs to keep our team ahead in the industry.
  • Operational Excellence: Ensure compliance with company policies and maintain operational efficiency. Ensure all coaching and contact sessions/conversations for any branch engagement in sales force
  • Coach and mentor financial professionals to help them achieve success within their practice management and overall results as they grow their book of business through client reviews. Provide in-office training, joint appointments, joint calling efforts, role-playing and other hands-on coaching activities.
  • Manage the Branch Intern Program and potential Career Pathing Program alongside of the Branch Manager
  • This role is a Producing position that allows for remaining Active in the Business to aid in coaching and leading by Influence as a Mentor to Branch Financial Professionals at all levels.
  • Position involves local travel to appointments and meetings and out-of-state travel for company meetings and conferences.
What you need to have:
  • Series 7, 63/65 or 66, 24, and Life, Accident, Health and Variable Contracts Insurance License Lines
  • 5 years of Sales experience in the financial services industry with proven success
  • Knowledge of advanced sales concepts in the financial services industry
  • Ability to hire, train and develop successful financial professionals as well as build and manage strong relationships
  • Skills in coaching and developing both experienced and newer financial professionals
  • Strong time management skills
  • Strong presentation skills
  • Demonstrated leadership qualities and interpersonal skills
  • Excellent written and verbal communication skills
  • Ability to travel to appointments and meetings
  • High School Diploma or equivalent
What is nice to have:
  • Management/Leadership Experience preferred
  • College degree preferred
Compensation:
The base annual salary range for this role is $65,000 to $70,000 plus a competitive performance-based bonus and a generous incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Onsite

About Us

What we give you in return:

Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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