Branch Manager, Texas

Branch Manager – Texas

Equitable is seeking a Branch Manager to oversee the branch and develop and execute overall branch business goals on the Texas branch located in Dallas, Fort Worth and Oklahoma City. The position requires the manager to live in proximity to the branch and work in the office four days per week (non‑remote).

At Equitable, we help clients secure their financial well‑being so they can pursue long and fulfilling lives—a mission we’ve honed since 1859.

The Branch Manager will have accountability for eight key managerial components:

• Recruiting, Hiring and Retention
• Training and Development of Associates
• Staff Management and Development
• Supervision and Documentation Practices
• Branch Sales Activity and Promotion
• Marketing and Communications
• Finance, Operations and Technology Initiatives
• Leadership, Growth and Culture

Key activities include (but are not limited to):

• Recruiting and Hiring:
  Develop a hiring plan and headcount allocation within the branch. Oversee DVP recruiting and hiring goals. Manage recruiting budget and recruiting resources. Build a diverse team.
• Supervision:
  Responsible for the supervision of Financial Professionals in accordance with FINRA, SEC, state and firm rules, policies, and procedures. Establish a strong compliance tone, achieve positive branch exam results, and maintain team cohesiveness with the principal(s) responsible for day‑to‑day supervision.
• Staff Management and Development:
  Demonstrate effective leadership for the entire branch population, including advisors, district managers and employees. Streamline procedures, processes and people to drive efficient branch results. Create an inclusive culture and cohesive work environment across all locations.

• Bachelor’s degree
• FINRA Series 7, 24, 53, and 66 (or 63 & 65) registrations required
• State life and health licenses required
• 5+ years of experience in Branch Management or Sales Management
• 10+ years financial services/insurance industry experience
• Experience with the Retirement Benefits Group marketplace
• Proven track record in managing profitability
• Demonstrated success in leadership roles

• CLU, ChFC and/or CFP a big plus
• FINRA Series 4 registration is encouraged
• Ability to make sound business and strategic decisions in partnership and conjunction with other leadership within the branch
• Broad experience in advance market planning seminar selling, training and sponsored software
• Exceptional interpersonal and collaboration skills
• Demonstrated success in recruiting and building diverse teams, highly desired
• Demonstrated success in overseeing and running an effective supervisory system
• Exceptional managerial skills, ability to communicate/coach associates, good computer and organizational skills
• A compliance record with no substantial disciplinary action or sales practice deficiencies
• Excellent communication skills and demonstrated ability to interact effectively with all levels
• Comprehensive knowledge of life, annuity and investment products, market planning and financial planning

We’re a team committed to helping our clients secure their financial well‑being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well‑being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE:

Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the application process or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314‑2211 or email Ta

• Director

• Full‑time

• Sales and Business Development

United States – TX – Dallas

United States – TX – Fort Worth, United States – OK – Oklahoma City

Full‑time