Are you a confident decision maker and problem solver? Do you know how to provide support so that things run smoothly? Are you passionate about the markets and delivering advice and guidance to clients? We’re looking for someone like that who can:

• Work with the management team to create a culture of growth in the Branch
• Direct activities that make sure clients have a great experience each time they interact with us
• Manage all service center-like aspects to ensure things run smoothly
• Recruit and hire new Wealth Advice Center FAs
• Coach and educate staff regarding client experience and advice delivery best practices
• Handle items related to compensation and other personnel matters
• Help develop the Wealth Advice Center staff by assessing job performance and providing honest feedback
• Work with individual team members of the staff to problem solve
• Assist when clients need a manager
• Attend meetings with other business groups to help make things better