San Antonio, TX30+ days ago
Licenses and Registrations • Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only) • Other licenses as required for role or by management 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 team, Financial Advisors, support staff, clients and corporate and field personnel as needed • Ability to own projects at a Branch level • Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: • Direct: Market Executive Direct Reports: • Financial Advisors, Branch Support Staff, and in some circumstances Resident Manager and/or Producing Branch Managers. Leadership: • Leads by example by ensuring that the Branch Managers office and other assigned branches in the market are consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others.