Vice President, Branch Leader

The Company is seeking a Vice President, Branch Leader to drive branch performance through talent development, operational excellence, and strategic leadership. Responsibilities include recruiting, mentoring, and coaching associates; strengthening team capabilities; and fostering a high-performing culture. The role also oversees branch infrastructure, including customer-facing and back-office operations, technology, and quality assurance. The leader will develop local business through customer meetings, seminars, and lead utilization, while collaborating with regional partners to support growth and profitability. Candidates should have at least five years of financial sales experience; financial services management experience is preferred. A bachelor’s degree is highly preferred, along with active Series 7, 9, 10, and 66 licenses; CFP certification is also preferred. Applicants should bring broad brokerage and mutual fund knowledge, financial planning expertise, and a strong record of hiring, mentoring, and developing teams. Success requires collaboration, sound business judgment, strong communication, and a high level of integrity.