Branch Leader: Wealth Management & Revenue Growth

711 MS Smith Barney, LLC; Kingsport (TN); Presencial; USD 95 000 - 150 000; Tempo integral

Resumo da oferta

Morgan Stanley Wealth Management in Kingsport, TN is looking for a Resident Manager to drive branch revenue and manage risk while building a durable client book. You will lead a team, ensure compliance, and oversee fiscal and personnel management.

The role emphasizes client service, development of high net worth relationships, and collaboration with senior leaders. A Bachelor's degree and 5+ years as a Financial Advisor with the required licenses are required.

Qualificações

• Bachelor’s degree required or equivalent education or experience.
• At least 5 years of experience as a Financial Advisor with satisfactory production and compliance.
• Active Series 7 and 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (31 acceptable if branch conducts managed futures).

Responsabilidades

• Build a client base of high net worth households and develop long-term relationships.
• Manage client investment needs in line with Firm policies and industry requirements.
• Ensure compliance with regulatory requirements and maintain high ethical standards.

Conhecimentos

Relationship building

Team leadership

Sales leadership

Regulatory knowledge

Communication

Formação académica

Bachelor's degree

Descrição da oferta de emprego

Morgan Stanley Wealth Management in Kingsport, TN is looking for a Resident Manager to drive branch revenue and manage risk while building a durable client book. You will lead a team, ensure compliance, and oversee fiscal and personnel management.

The role emphasizes client service, development of high net worth relationships, and collaboration with senior leaders. A Bachelor's degree and 5+ years as a Financial Advisor with the required licenses are required.