Branch Leader – Houston, Texas

• Job Description

Are you ready to take the next big step in your leadership journey? In this branch development role, you will partner with senior management to guide a talented team of financial professionals, expand market reach, and help shape the future of financial services in the Friendswood/Baybrook metropolitan area.

This is more than a management role — it’s your opportunity to make a lasting impact on clients, colleagues, and your career.

Why You’ll Love This Role

Impact You Can See: Assist in leading a high-performing team while deepening client relationships and growing local market presence.
Growth That Moves You Forward: Access to continuous learning, leadership training, and clear advancement opportunities across regional and national roles.
Culture That Cares: Recognized as one of the Best Places to Work in 2025, you’ll join a collaborative, people-first environment that values innovation and work-life balance.
Rewarding Compensation: Base salary plus annual bonus ($140K–$150K DOE) + shares eligibility + comprehensive benefits focused on health, wellness, and family.

What You’ll Do

• Inspire and develop your branch team through coaching, mentorship, and leadership by example.
• Drive business results by executing strategic growth plans and identifying local market opportunities.
• Oversee compliance, risk management, and operational excellence to deliver exceptional client experiences.
• Build lasting relationships through community engagement and events that grow the firm’s visibility and reach.

What You Bring

• Active FINRA Series 7, 66 (or 63 & 65) licenses are required; additionally, you would be expected to obtain the Series 9/10 upon hire.
• 5+ years of financial services sales experience
• 3+ years of management within a financial services environment is highly preferred
• Bachelor’s degree preferred
• Proven success in leading teams, building relationships, and driving business growth.
• A passion for coaching, innovation, and client-centered leadership.

What You’ll Gain

• Hybrid flexibility that respects your time and priorities.
• Ongoing access to national and regional leadership development programs.
• The platform, resources, and brand strength to grow your branch — and your career — to new heights.

If your dreams are to run your own branch, this role is the perfect next step. You’ll learn everything you need to know about how to lead a successful and compliant office, grow the local market, and coach and mentor associates. Apply today!