Assistant Branch Leader - Santa Barbara, CA

Inclusively is partnering with a Multinational Financial Services Company to hire a Assistant Branch Leader - Santa Barbara, CA.

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

The Expertise We’re Looking For

• We ask that you have at least five years in financial sales role
• We believe that three or more years of management within a financial services environment is helpful
• The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire

The Purpose of Your Role

Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.

The Skills You Bring

• Your background in relationship management and deep understanding of financial services
• Impressive time-management skills and ability to execute on multiple priorities
• You have a natural ability to influence and enhance the sales skills of others
• Validated grasp of compliance and regulatory guidelines
• Professional demeanor and excellent interpersonal skills
• Positive attitude, empowering business professionalism and strong work ethic with high level of integrity

The Value You Deliver

• Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
• Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
• Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
• Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives

How Your Work Impacts the Organization

If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.

The base salary range for this position is $106,500 - $171,500 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefitsto meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Job Type: Full-time

Pay: $106,500.00 - $171,500.00 per year

Benefits:

• Health insurance
• Paid time off
• Parental leave
• Retirement plan
• Tuition reimbursement

Schedule:

• Monday to Friday

Work Location: In person