Demo

VP Branch Leader

AscendHire
San Mateo, CA Full Time
POSTED ON 2/27/2025
AVAILABLE BEFORE 5/23/2025

As a VP Branch Leader , you’ll have the opportunity to make a significant impact—guiding a high-performing team, expanding market presence, and shaping the future of financial services. This is more than a leadership role; it’s a chance to build a legacy while developing your career in an environment that fosters innovation, collaboration, and professional advancement.

Why Join?

At our client’s organization, your success is their priority. Named one of the Top 10 Best Places to Work in 2024 , they offer unparalleled support for your career growth. You’ll gain access to continuous learning, leadership development, and a robust network designed to help you thrive. Beyond a competitive compensation package, you’ll experience a culture that values innovation, client focus, and work-life balance.

What You’ll Do :

  • Inspire and Lead : Serve as the general manager of your branch, fostering a culture of collaboration, accountability, and excellence.
  • Develop Future Leaders : Mentor and coach your team, helping them build successful careers while driving business growth.
  • Expand Market Presence : Implement national strategies while identifying local opportunities to increase brand awareness and revenue.
  • Ensure Operational Excellence : Oversee compliance, risk management, and client satisfaction to maintain a high-performing branch.
  • Drive Business Growth : Lead sales and service initiatives through client engagement, marketing events, and community outreach.

What You Bring :

  • Bachelor’s degree preferred; relevant experience highly valued.
  • Active Series 9 / 10, 7, and 66 licenses are required.
  • 5 years of financial services sales and planning experience, including 3 years in management.
  • CFP or CRPC certification is a plus.
  • A strategic mindset with a passion for team development, problem-solving, and client satisfaction.
  • Exceptional communication, coaching, and leadership skills to inspire performance and results.
  • What’s in It for You?

    Your success is rewarded with a highly competitive total compensation package , including a stable base salary between

    140K–$200K , plus performance-based incentives. Additional benefits include :

  • Comprehensive healthcare & emotional well-being support
  • Industry-leading retirement & financial planning resources
  • Generous PTO & parental leave
  • Educational assistance & career development programs
  • Charitable giving match & community involvement opportunities
  • Salary : $140,000 - $200,000

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