CareerPlan

Non Producing, Branch Manager

Santa Monica, California, United States of AmericaFull-time$190k–$200k2026-10-01 → 2026-10-24

Core

Drive revenue, increase profit before taxes, manage risk, and lead a branch of Financial Advisors to grow business in High Net Worth households.

Role type

Senior IC branch manager (non-producing)

Builds

Branch sales performance, team growth, and compliance frameworks

Domain

Wealth Management / Financial Services

Required skills

Fiscal management, personnel management, risk management, regulatory compliance, team leadership, recruitment and retention, sales strategy, business ethics

Preferred skills

Critical thinking, project ownership, mentorship, diversity and inclusion advocacy

Technologies

Series 7, 8, 66, 3, 31

Responsibilities

Drive sales and market share growth, recruit and retain Financial Advisors, ensure regulatory and legal compliance, manage branch financial performance, coach and mentor direct reports, execute supervisory plans

Seniority

Senior, hands-on IC