Description
The Resident Manager leads a smaller producing branch office, driving revenue, managing risk, building a client base, maintaining client relationships, and supporting sales and marketing initiatives. The role also manages Financial Advisors and branch support staff, develops team performance and morale, coaches advisors, and oversees compliance, regulatory, legal, and financial performance. Applicants need a bachelor’s degree or equivalent education or experience, at least five years of Financial Advisor experience or equivalent branch management or industry experience, and specified Series 7, 8, 66, and 3 registrations.
