Branch Leader – Wayne, NJ – $130K-$140K + Bonus

• Job Description

Take the Lead and Elevate Your Career with a Top 10 Best Place to Work in 2024!

Are you ready to shape your future in a company that values leadership, personal growth, and team success? As a Branch Leader with our client, a premier financial services firm recognized among the best workplaces, you’ll join a dynamic, client-first organization committed to your professional development. Partnering with the Vice President, you’ll not only lead a team of talented associates but also be part of a culture that fosters collaboration, innovation, and leadership growth.

Why This Role? Here, your growth matters. In this leadership role, you’ll develop your skills while guiding others to success, playing a key role in expanding the firm’s presence in Wayne, NJ. You’ll receive the support and resources needed to excel, including mentorship from senior leaders, access to cutting-edge training programs, and exposure to national initiatives. Plus, you’ll contribute to a high-impact culture where people work together to make a difference in the lives of clients.

What You’ll Do:

• Work hand-in-hand with the VP to build and lead a high-performing team, driving business results and delivering exceptional client experiences.
• Lead day-to-day branch operations, from risk management and compliance to resolving client concerns, ensuring a seamless experience for all.
• Foster an environment of trust and development through mentorship, coaching, and individualized support, empowering associates to reach their full potential.
• Champion the firm’s mission by connecting your team to its broader purpose, while applying leadership principles that inspire peak performance.
• Implement national initiatives while cultivating local business opportunities through client contact, marketing events, and community engagement.

What You Bring:

• A Bachelor’s degree is preferred, but hands-on experience is highly valued.
• Active Series 7 & 66 (or 63 & 65) licenses required; must obtain Series 9/10 and Insurance licenses within 60 days.
• 5+ years of experience in financial services and planning
• 3+ years of management experience, preferably within the financial industry.
• CFP or CRPC certification is a plus.
• A proactive approach to client satisfaction and problem-solving, with the ability to motivate and lead teams to success.
• Excellent communication, coaching, and collaboration skills to drive results.

Growth Opportunities & Benefits:

• Leadership Development: Ongoing training in leadership, compliance, and client management through in-branch, regional, and virtual platforms.
• Career Progression: A clear path to higher leadership roles within a fast-growing, supportive organization.
• Competitive Compensation: Base salary of $130k-$140k, with a total compensation package exceeding $150k, including quarterly bonuses.
• Comprehensive Benefits: A robust package designed to support your well-being, including health, retirement, and professional development benefits.
• If you’re looking for a leadership role where your potential is limitless and your impact is felt across the organization, Apply Now and join a firm that invests in you!

If you’re looking for a leadership role where your potential is limitless and your impact is felt across the organization, Apply Now and join a firm that invests in you!