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Branch Manager Financial Services Philly

Company: Lifetime Recruiting Strategies
Location: Philadelphia
Posted on: November 20, 2023

Job Description:

View all jobs Branch Manager Financial Services Philly Philadelphia, Pa - Accounting/Finance We are currently seeking a Licensed Branch Manager. Proven leadership, management, and motivational skills are required. We offer a competitive salary, bonus and incentives as well as a comprehensive benefits program that includes medical, dental, and 401(k)

- 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

- Bachelor's degree
- Series 7; Series 63 and 65, or Series 66 licenses
- Series 24, must have
- Proven leadership, management, and motivational skills
- 3 - 5 years of proactive, successful sales experience managing people in the financial services industry
- Must have outstanding communication skills
- Possess comprehensive industry and investment knowledge
- Have the ability to present complex financial solutions in a way that enables clients to make informed investment decisions

For consideration email : or apply online at

- Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime" Please contact me with any questions:
(w) 513-753-4926


Keywords: Lifetime Recruiting Strategies, Philadelphia , Branch Manager Financial Services Philly, Executive , Philadelphia, Pennsylvania

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