PCG Branch Manager

North Star Staffing Solutions

Our staffing solutions connect skilled candidates with the best companies in the area. We take pride in understanding a candidate’s skill set, experience and needs and then pairing them up with the right organization. We conduct thorough interviews, reference and background checks, and we verify previous work history of all our candidates before we place them. As one of the premier Staffing agencies in Colorado, we help job seekers find positions in various fields of work at the best organizations in Colorado.

Responsibilities

- Daily administrative, operations, compliance of four or more registered associates within a Market/Complex

- Leadership to expand revenue and client relationships

- Ensures compliance and regulatory requirements are met and assist with profit and loss statement

- Development of branch business plan and recruits financial advisors

- Serves as a Financial Advisor for personal clients providing financial advice consistent with the client’s goals and risk tolerance, assesses investment profile and evaluates financial needs

- Advises clients of different financial products and determines which are suited for client needs and financial circumstances

Qualifications

- Series 7, 9 and 10 (or equivalent) and 63 (or equivalent) licenses required and/or qualifying registration(s)

- 3+ years financial services experience

- Meet Consumer Financial Protection Bureau loan originator qualification requirements

- Within 90 days of hire must successfully complete exam(s) for the 65/66 and/or obtain the qualifying registration(s). Series 3/31 may be required if branch conducts commodities business