Our client is a planning-led, model-based to wealth managment practice with over 100 years in existence. The Financial Advisors are independent but not alone.
Key Responsibilities:
· Serve as the Producing Branch Manager (4-6 advisors) and bring fresh ideas, mentor and develop advisors, foster growth and help shape the future of the offices responsible for.
· Performance management, advisor reviews and coaching conversations.
· Deliver comprehensive wealth management and financial planning with a client-first mindset.
· Build and deepen long-term client relationships rooted in trust, education and real human connection.
· Collaborate with peers who value integrity, growth and the simple principle that relationships matter.
· Embrace the dedication to remaining independent and privately held by its advisors.
Ideal Candidate:
• 7+ years of experience in financial planning or wealth management
• Active Series 7, 24 (or willing to obtain within 90 days), 66 (or 63 and 65), and insurance license preferred
• Previous leadership or team management experience
• Strong understanding of financial sales and planning and investment business
