What are the responsibilities and job description for the VP Branch Leader position at Madison Professional Group- Financial Advisory Recruiters?
Our client a national financial leader in the financial services space is seeking licensed Branch Leaders to join their teams throughout the San Francisco Bay area with emphasis on Palo Alto, Burlingame, and Marin. Our client’s mission is to create business opportunities by fostering a dynamic sales and service team that champions their branch, drives revenue growth, and maintains high customer satisfaction. Through educating the local market, you’ll support national initiatives and expand local business by engaging with customers in-branch, hosting informative seminars, leveraging leads, and enhancing client relationships.
The Role:
In your role as one of the Branch Leaders, you will implement strategic initiatives that drive business growth and strengthen your team. Your leadership and decision-making will directly impact branch performance, market expansion, and overall profitability.
You are instrumental in shaping your branch’s success. You recruit, mentor, and develop top talent while fostering a collaborative, high-performance culture. Beyond leadership, you ensure seamless branch operations, managing technology, back-office processes, and quality assurance to maintain efficiency.
The Essentials:
- Experience: Minimum of five years in a financial sales role
- Leadership: Three or more years in management role within financial services (preferred)
- Licensing: Active Series 9/10, 7, and 66 licenses (required)
The Preferred Experience
- Industry Knowledge: Deep understanding of brokerage, mutual funds, and financial planning
- People Development: Passion for hiring, mentoring, coaching and growing branch associates
- Collaboration: A team-first mindset that drives productivity and innovation
- Strategic Partnerships: Ability to build strong cross-company relationships that create new business opportunities
- Leadership Excellence: A positive attitude, strong work ethic, and unwavering integrity
The Benefits:
401(k) with company match and Employee stock purchase plan
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Salary : $135,000 - $165,000
