Wealth Management Branch Director

Also called: Complex Director, Branch Manager (Brokerage)

Manages a large office of financial advisors at a big brokerage firm.

A day in the life

You recruit an experienced advisor team from a competitor, review compliance issues and coach new advisors on building their client base.

Pay over a career

Starting
$150k
Typical
$250k
High
$500k

Approximate: anchored on Bureau of Labor Statistics data for a broader job group.

Training

Bachelor's degree (4-year), about 12 years after high school. Bachelor's plus years as a successful advisor; FINRA principal licenses.

Ways in: 4-year college, Certification. Training cost: $15k – $60k.

Majors to look at: Finance, Business Administration.

Outlook

Growing much faster than average (about 10% over 10 years). Tracks financial managers.

Will it last? Our AI estimate

Low risk in 5 years, medium in 10. AI tools make each advisor more productive, which may mean fewer advisors per office; leading, recruiting and compliance stay human.

Start now, in high school

Classes: Speech, Personal finance, Leadership class, Economics.

Official data: O*NET occupation 11-3031.

More Financial Planning & Advising careers

Career Universe is an early version. Pay, training and AI-risk figures are estimates to start your own research, not verified facts. The research was written with AI research assistants, checked by validation scripts and spot-checked by hand. Check anything important with schools, employers and official sources. How the numbers work.