PCG Branch Manager
Job in
Salem, Marion County, Oregon, 97308, USA
Listed on 2026-03-01
Listing for:
North Star Staffing Solutions
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Banking & Finance
Job Description & How to Apply Below
Job Description 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
- Series 7, 9 and 10 (or equivalent) and 63 (or equivalent) licenses required and/or qualifying registration(s)
- 3+ years financial services experience
- 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
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