Branch Manager

4 weeks ago


Irvine, California, United States Raymond James Financial Services Full time
Job Summary

As a Branch Manager for Raymond James Financial Services, you will oversee the day-to-day operations of a retail branch. This role involves supervising Financial Advisors and support staff, evaluating branch structure and strategic plans, and ensuring compliance with firm and regulatory policies.

Key Responsibilities

Attract, select, orient, train, and retain Financial Advisors and support staff.

Continuously evaluate branch structure and strategic plan to promote overall efficiency and profitability while maintaining a commitment to excellent service.

Supervise daily trading and other office activities, ensuring compliance with firm and regulatory policies.

Document and resolve client complaints, performing reviews of client accounts as needed.

Develop and implement plans to meet office sales goals, facilitating sales promotion activities such as seminars and luncheons/dinners.

Develop and monitor office revenue and expense budgets, informing Financial Advisors about new products and RJA managed underwritings.

Participate in community affairs as a representative of the firm, providing a high level of customer service and continuously learning investment products, industry rules and regulations, and financial planning.

Requirements

Bachelor's degree (B.A.) from four-year college or university, and a minimum of three (3) years experience in a financial services firm.

OR an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications: SIE required, Series 7 and 9 & 10 (or 8) required, Series 63 & 65, or 66 as required by state, Life, Health, and Variable Annuity Insurance Licenses, NFA Commodities License required if any commodities trading is done at the branch.
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