Branch Office Manager– Duluth, MN

Where: A retirement-focused registered investment advisory firm

Looking For: An experienced financial adviser who is a leader and team player

Our client’s mission is bold and unapologetic: to see the person, not just the portfolio. They are committed to challenging the notion that there’s no return on investing in lives.

This firm offers holistic financial planning with an innovative team approach to empower their clients to focus on their Live Greatly™. The Branch Office Manager role involves maintaining relationships with clients to help them understand their financial plan and how it works to achieve their goals in purposeful ways. As the representative and voice delivering the firm's plan, the DLH Branch Office Manager collaborates closely with cross-functional teams in Client Operations & Planning to ensure an all-encompassing client experience, with a strong emphasis on our collaborative team approach.

Be ready to join a team that practices what they preach with their collaborative approach. This includes a marketing team for provided leads, a financial planning team for support, an operations staff, and more located in their Shoreview office while you manage the Duluth location.

Key Responsibilities :

• Drive an exceptional client experience in all aspects of the relationship
• Lead and manage a portfolio of clients to achieve growth and retention objectives
• Collaborate with the Director of Operations to enhance Net Promoter Score (NPS) and generate referrals
• Ensure adherence to quality metrics to maintain high standards of client service
• Develop and maintain a culture of results-oriented, continuous process improvement to achieve optimal solutions
• Engage with cross-functional teams to troubleshoot issues, test new offerings, and enhance the overall client experience
• Lead and Manage Branch team Members
• Meet one-on-one with company leads from seminars, marketing efforts, and referrals, as well as existing clients.

Key Skills:

• A curious, client-focused, and results-driven team player
• An advocate for our client's core values and a positive influence on the team
• Demonstrated ability to engage and support Clients toward achieving their goals
• Strong communication skills with excellent interpersonal and organizational abilities
• Proficient in reasoning, conflict management, and analytical problem-solving

Requirements :

• Bachelor's Degree in Business, Finance, or a related field
• Proven experience within the financial services industry, with 5-10 years of experience in a client-facing role
• Series 65 license and Life and Health insurance license required

Benefits :

• First year pay ranges from $150,000 - $200,000
• This position is eligible for a discretionary annual bonus driven by organization and individual performance
• W2 salary position with room for growth
• 401k plan with an employer matching schedule
• Medical and Dental insurance,
• 10 paid company Holidays,
• Annual wellness stipend and paid-time off
• 4 week paid (and up to 8 weeks total) sabbatical every 5 years

Why Here?

• Join a company that believes in their holistic approach offering financial planning, tax planning, longterm planning, and life coaching!
• $1.4+ Billion AUM, 25+ specialized advisors, Clients in 36+ states
• Unlike most firms in the industry where one advisor tries to do every job, we build teams specifically for each client’s needs. Our team of specialized advisors is with you on every step for support

About The Well:

The Well Recruiting Solutions is a dynamic recruiting firm dedicated to connecting top talent with leading organizations in the financial sector. Our approach is centered on understanding the unique needs of both our clients and candidates, fostering long-lasting, successful partnerships. With a focus on personalized service, industry expertise, and a genuine love for what we do, we help businesses build winning teams and professionals achieve their career aspirations. At The Well, we firmly believe that a career in the Financial Services industry is a transformative journey. We aim to help professionals elevate their impact on the world, enhance their independence in shaping their lives, and significantly increase their income. Since our founding, The Well has expanded to assist clients and candidates nationwide, bringing our expertise to all corners of the country.

At The Well, we believe that great careers start with great connections.

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