Morgan Stanley
Branch Manager, Producing
Bowling Green State, Kentucky · On-site · Manager · Full-time · Posted Nov 3, 2025
- Experience
- At least 5 years as a Financial Advisor with a satisfactory production and compliance record, or comparable branch management or product area experience.
- Education
- Bachelor’s degree or equivalent education or experience.
About the job
Drives branch revenue and manages risk while building a client base, leading staff, recruiting and retaining Financial Advisors, and overseeing branch performance and compliance.
What you'll do
- Develop and manage high-net-worth client relationships and support clients’ investment needs.
- Lead branch sales, hiring, training, and team development; coach Financial Advisors and recruit and retain talent.
- Oversee branch financial performance, risk management, supervisory procedures, and regulatory and legal compliance.
What they ask for
- Bachelor’s degree or equivalent education or experience.
- At least 5 years of experience as a Financial Advisor with a satisfactory production and compliance record, or comparable branch management or product area experience.
- Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65), and 3 registrations; Series 31 is acceptable if the branch conducts managed futures business only.
- Effective written and verbal communication, critical thinking, team management, and organizational skills.
Model-written summary · the original posting is authoritative