Branch Manager, Tennessee

Equitable; Franklin (TN); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

A leading financial services firm is seeking a Branch Manager for its Franklin, Tennessee location. The ideal candidate will oversee branch operations, manage and develop the team, and ensure compliance with all relevant regulations. This role requires at least 5 years in management within the financial services industry, with a strong focus on leadership and operational excellence. The company offers a competitive benefits package including medical and a 401(k).

Qualifications

• 5+ years in Branch Management or Sales Management.
• 10+ years in the financial services/insurance industry.
• Proven track record in managing profitability.

Responsibilities

• Develop a hiring plan and oversee recruiting goals.
• Provide supervision of Financial Professionals.
• Lead the branch population and maintain an inclusive culture.

Skills

Recruiting and Hiring

Staff Management

Leadership

Marketing

Finance Operations

Education

Bachelor’s degree

Job description

At Equitable, we build a team of individuals from diverse cultures and backgrounds, focusing on empowering each other and unlocking potential. We are seeking a Branch Manager for our Franklin, Tennessee location. The Branch Manager will oversee the branch, develop and execute overall business goals, and be accountable for key managerial components.

Key Managerial Components

• Recruiting, Hiring and Retention
• Training and Development of Associates
• Staff Management and Development
• Supervision and Documentation Practices
• Branch Sales Activity and Promotion
• Marketing and Communications
• Finance, Operations and Technology Initiatives
• Leadership and Culture

Key Responsibilities

• Recruiting and Hiring: Develop a hiring plan, allocate headcount, oversee recruiting goals and budget, and build a diverse team.
• Supervision: Provide supervision of Financial Professionals compliant with FINRA, SEC, state and firm rules, establish compliance tone, maintain positive branch exam results, and foster team cohesiveness.
• Staff Management and Development: Lead the entire branch population, streamline procedures and processes, and create an inclusive culture across all locations.

Compensation & Benefits

This role is eligible for variable compensation. Equitable offers a comprehensive benefits package including medical, dental, vision, and a 401(k) plan.

Required Qualifications

• Bachelor’s degree
• FINRA Series 7, 24, 53, and 66 (or 63 & 65) registrations
• State life and health licenses
• 5+ years in Branch Management or Sales Management
• 10+ years in the financial services/insurance industry
• Proven track record in managing profitability
• Demonstrated success in leadership roles

Preferred Qualifications

• CLU, ChFC and/or CFP
• FINRA Series 4 registration
• Strategic decision-making in partnership with branch leadership
• Experience with advanced market planning, seminar selling, training and sponsored software
• Exceptional interpersonal and collaboration skills
• Success in recruiting and building diverse teams
• Success in overseeing an effective supervisory system
• Excellent managerial, coaching, computer and organizational abilities
• Strong compliance record
• Excellent communication skills with all levels
• Comprehensive knowledge of life, annuity, investment products, market planning and financial planning

About Equitable

Equitable is committed to helping clients secure their financial well‑being, fostering a culture where everyone leads, and investing in people through growth, internal mobility and comprehensive compensation.

Equitable is committed to providing equal employment opportunities to employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E‑Verify program.

If reasonable accommodation is needed for the job application or interview process or to perform the essential job functions, please contact Human Resources at (212) 314‑2211 or email [e-mail].

Primary Location: UNITED STATES-TN

Other Locations: UNITED STATES-TN-Memphis, UNITED STATES-TN-Franklin

Schedule: Full‑time