Wealth Management Branch Lead: Growth & Leadership

PowerToFly; Kingsport (TN); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for growth within the company

Job summary

A leading financial services firm is seeking a Resident Manager in Kingsport, TN. The role focuses on driving revenue, managing risk, and building client relationships. Candidates should have a Bachelor's degree and at least 5 years of experience as a Financial Advisor. Responsibilities include overseeing branch performance, managing a team, and ensuring compliance with regulations. This position offers substantial opportunities for growth within a dynamic, client-focused environment.

Qualifications

• At least 5 years of experience as a Financial Advisor or equivalent branch management experience.
• Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65), and 3 registrations.

Responsibilities

• Drive revenue and manage risk within their branch.
• Maintain superior client service and develop cohesive teams.
• Responsible for fiscal and personnel management in the branch.

Skills

Effective written and verbal communication skills

Ability to think critically

Ability to manage a team

Strong attention to detail

Ability to interact with senior management

Ability to own projects at a Branch level

Ability to organize and prioritize work

Education

Bachelor’s degree or equivalent education or experience

Job description

A leading financial services firm is seeking a Resident Manager in Kingsport, TN. The role focuses on driving revenue, managing risk, and building client relationships. Candidates should have a Bachelor's degree and at least 5 years of experience as a Financial Advisor. Responsibilities include overseeing branch performance, managing a team, and ensuring compliance with regulations. This position offers substantial opportunities for growth within a dynamic, client-focused environment.