About this opportunity
Baird Capital lists this Associate Financial Advisor opportunity in milwaukee, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Associate Branch Manager
The Associate Branch Manager will oversee the branch operations function and manage the Financial Advisors and support staff for the branch. Focuses time on driving branch revenue, recruiting talent, managing risk, continuing to build a book of business, and delivering superior customer service. Exhibits strong business acumen, dedicates time and energy to associates in his/her branch, serving as a strong coach, encouraging growth and development, and recognizing achievements. Helps associates understand PWM's strategy and connect it to their goals and daily activities. The Associate Branch Manager is responsible for budgets, expense control, and other administrative issues directly related to the branch. Creates a climate in which people want to do their best by inviting input and sharing ownership and visibility.
The Impact You'll Make:
Lead local recruiting efforts to include consistent recruit activity by sourcing experienced FA leads, regular follow up in the process and helping close a recruit
Engage in coaching FA's including next gen and experienced FA teams
Ensure PWM strategic priorities are being met, including partnering with the Wealth Centers to achieve WM metric goals
Drive revenue growth and profitability of the branch
Office and budget management
Associate relations and staffing metrics in partnership with HR
Manage compliance and legal issues
Local community brand ambassador
What You'll Bring to Baird:
Bachelor's degree required
5+ years of industry experience
Must hold SIE, Series 7 and 66, 9, 10, Life, Health, and Variable Annuity Insurance Licenses
Strong communication skills with the ability to ask probing questions and respond in a manner that is consistent, clear, and candid
Proficiency in dealing with legal and compliance issues. Ability to stand firm on matters of ethics or compliance
Ability to drive for results and is goal oriented
Possesses strong strategic management skills. Ability to articulate a credible picture and vision of possibilities. Can embrace and lead change
Can source, build, and develop talent. Understands and demonstrates the importance of recognition and retention
Demonstrates self-management abilities
Worksite address
milwaukee, WI, 53244, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.