What are the responsibilities and job description for the Branch Manager position at Cornerstone Financial Network, LLC?
Branch Manager
About Us:
Cornerstone Financial Network is a national, multi-disciplinary financial services firm.
We provide high quality risk management and personalized wealth management solutions with exceptional client service. With a strong commitment to integrity and innovation, we empower our clients to achieve their financial goals through comprehensive planning and strategic investment management.
CFN is increasingly becoming a preferred source for financial services and is expanding throughout the nation.
Role Overview:
We are seeking an experienced and dynamic Branch Manager to lead our Northwest Arkansas office. The ideal candidate will possess strong leadership skills, a proven track record in financial services management, and a passion for driving business growth while maintaining high standards of client service and compliance.
Responsibilities:
- Lead, mentor, and motivate a team of financial advisors and support staff to achieve individual and branch-wide goals.
- Drive growth initiatives through proactive client acquisition, retention strategies, and networking within the local community.
- Ensure exceptional client experiences by overseeing service delivery, addressing client inquiries, and resolving escalated issues promptly.
- Manage day-to-day operations, including compliance, risk management, and adherence to company policies and procedures.
- Monitor and evaluate branch performance metrics, implement strategies for improvement, and report progress to senior management.
- Work closely with corporate leadership, department heads, and other branch managers to foster a cohesive team environment and achieve company objectives.
Skills and Abilities:
- Strong understanding of investment products, financial planning, and regulatory requirements
- Proven ability to lead and inspire a team, drive business growth, and achieve performance targets
- Excellent communication, interpersonal, and problem-solving skills.
- Series 65, 66, or 7 required; additional certifications (CFP, CFA, ChFC) preferred but not required
- Local market knowledge and existing client relationships in the Northwest Arkansas area are preferred
- Proficient in MS Office Suite and comfortable learning new software
- Familiarity with financial software and CRM systems
Qualifications:
- Bachelor’s degree in Finance, Business Administration, or related field, MBA preferred but not re
- 4 years of experience in financial services, with at least 1 year in a managerial or leadership role
Benefits:
- Subsidized health insurance
- Paid Time Off
- Paid Holidays
- Opportunities for professional development and advancement
- Supportive and collaborative work environment
Why Join Us?
As a member of our team, you will have the opportunity to work in a dynamic and growing firm committed to excellence and client satisfaction. We offer competitive benefits and a supportive work environment where your skills and contributions are valued, and you can grow professionally in the financial services industry.
We are an equal opportunity employer and value diversity at our company.
Job Type: Full-time
Pay: $75,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
Schedule:
- Monday to Friday
Work Location: In person
Salary : $75,000 - $150,000
