Branch Manager Job in Ocala, Florida Us
Wells Fargo
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Branch Manager
Ocala, FL
Responsible for the day-to-day administrative, operations, compliance, and sales leadership of a PCG branch with four or more registered associates within a Market/Complex. Maintains oversight of daily transaction activity within the branch and ensures compliance and regulatory requirements are met. Assist the Market/Complex Manager with management of the branch profit and loss, development of the branch business plan, and recruiting Financial Advisors for the branch. In addition, serves as a Financial Advisor for personal clients, providing financial advice consistent with the clients’ goals and risk tolerance. Works to increase personal production by prospecting for new clients and working to increase and retain existing client assets.
Minimum Qualifications:
- Must possess a book of business of $300k or more
- Series 7, 9 and 10 (or 8), 63 and 65 (or 66) required, as well as any other license necessary to support branch business mix
- 1-3 years’ full service brokerage experience
- 3 years’ branch management experience, (or equivalent experience), managing a branch of $2 million or more in revenue
- Must be willing to obtain the Series 31 within 6 months.
Preferred Skills:
- Demonstrated track record of achieving or surpassing branch revenue targets
- Demonstrated success in Running and Protecting branches as shown in Audit/Compliance history
- Must have a clean audit history
- Proven recruiting track record
Join our team. Visit our careers site at wellsfargo.com/careers and search by Requisition #3537720 to apply.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer M/F/D/V.
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