Branch Manager, Cincinnati & Kentucky

Equitable Holdings

Cincinnati, OH

JOB DETAILS
SKILLS
Business Plan, CLU, Financial Management, Financial Services, Interpersonal Skills, Leadership, Maintain Compliance, Marketing, Operations Planning, Regulatory Compliance, Sales Management, Series 7, Staff Development, Team Lead/Manager
LOCATION
Cincinnati, OH
POSTED
Today

Seeking a Branch Manager for the Cincinnati-Kentucky region to oversee branch operations, develop business goals, and lead a team. The role involves recruiting, hiring, staff development, supervising financial professionals, and ensuring compliance with industry regulations. The manager will manage sales activities, marketing, and operational initiatives while fostering a positive, inclusive culture. Requirements include a bachelor’s degree, FINRA Series 7, 24, 53, and 66 licenses, state life and health licenses, 5+ years in branch or sales management, and 10+ years in financial services. Preferred qualifications include advanced certifications (CLU, CFP), experience managing multiple locations, and strong leadership and interpersonal skills. The position requires living near Cincinnati and working in-office 4 days weekly. It offers variable compensation, comprehensive benefits, and a commitment to diversity and community engagement.

About the Company

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Equitable Holdings