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Equitable · 19 hours ago

Branch Manager, Texas

Fort Worth, TX

Full-time

Onsite

Senior Level

5+ years exp

Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a Branch Manager to oversee the Texas Branch, focusing on business goals, staff management, and branch operations.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Recruiting and Hiring: Develop a hiring plan and headcount allocation within the branch. Oversee DVP recruiting and hiring goals. Manage recruiting budget and recruiting resources. Build a diverse team

Supervision: Responsible for the supervision of the Financial Professionals in accordance with FINRA, SEC, state and firm rules, policies, and procedures. Further, performance expectations include, but are not limited to: establishing a strong compliance tone/environment, positive branch exam results, team cohesiveness with the principal(s) responsible for day to day supervision, etc

Staff Management and Development: Demonstrate effective leadership for the entire branch population, including advisors, District Managers and employees. Manage the team in partnership with fellow branch management. Streamline procedures, processes, and people to drive efficient branch results. Create an inclusive culture and cohesive work environment across all locations

Qualification

FINRA Series 7FINRA Series 24Branch ManagementFinancial Services ExperienceState LifeHealth LicensesCLU CertificationCFP CertificationSales ManagementLeadership SkillsInterpersonal SkillsCommunication SkillsOrganizational Skills

Required

Bachelor's degree

FINRA Series 7, 24, 53, and 66 (or 63 & 65) registrations required

State life and health licenses required

5+ years of experience in Branch Management or Sales Management

10+ years financial services/insurance industry experience

Experience with the Retirement Benefits Group marketplace

Proven track record in managing profitability

Demonstrated success in leadership roles

Preferred

CLU, ChFC and/or CFP a big plus

FINRA Series 4 registration is encouraged

Ability to make sound business and strategic decisions in partnership and conjunction with other leadership within the branch

Broad experience in advance market planning seminar selling, training and sponsored software

Exceptional interpersonal and collaboration skills

Demonstrated success in recruiting and building diverse teams, highly desired

Demonstrated success in overseeing and running an effective supervisory system

Exceptional managerial skills, ability to communicate/coach associates, good computer and organizational skills

A compliance record with no substantial disciplinary action or sales practice deficiencies

Excellent communications skills and demonstrated ability to interact effectively with all levels

Comprehensive knowledge of life, annuity and investment products, market planning and financial planning

Benefits

Medical

Dental

Vision

401(k) plan

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)