What are the responsibilities and job description for the Assistant Branch Manager position at Madison Professional Group- Financial Advisory Recruiters?
Our client, a nationally recognized broker-dealer renowned for their exceptional client service and commitment to employee satisfaction, is seeking a Assistant Branch Manager for their location in Rancho Cucamonga, California. This pivotal role focuses on supporting the Branch Manager in cultivating a high-performing sales team while fostering the development of service associates who drive revenue and deliver outstanding customer experiences.
Key Responsibilities
The Branch Leader will:
- Assisting the Branch Manager in creating a high-performing sales team and nurturing service associates to drive revenue growth while maintaining exceptional customer satisfaction.
- Executing national strategies to expand the business through in-branch client interactions, local marketing efforts, educational seminars, and client appreciation events.
- Managing operational tasks, including oversight of local risk and compliance matters and addressing customer concerns effectively.
- Promoting the professional growth of branch associates through training, mentorship, counseling, and motivational support.
Ideal Candidate Profile
The ideal candidate will have:
- Proven success in managing sales teams.
- Strong relationship management skills paired with expertise in financial services.
- Excellent interpersonal and time management abilities.
- In-depth knowledge of compliance and regulatory requirements.
- A professional demeanor and strong work ethic.
Position Requirements
- At least 5 years of experience in a financial sales role.
- A minimum of 3 years in a management role within the financial services sector.
- Active Series 7 and Series 66 (or Series 65/63) licenses.
- Series 9/10 required
Why Join?
By joining this firm, you'll gain access to numerous opportunities for building a rewarding career that positively impacts both your life and the lives of others. With flexible benefits tailored to support your professional and personal growth, you'll be empowered to achieve success at every stage of your career.
MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law
