Jeff E Heberling
Raymond James & Associates
Houston
21
years of professional experience
Strategic Wealth Management executive with 28 years in financial services, including over 20 years in branch leadership. Expertise in recruiting and mentoring financial advisors, fostering a culture of integrity and client service. Skilled in regulatory oversight, operational management, and driving advisor success through relationship-building and team coaching.
Results-driven management professional with extensive experience in leading branch operations and maximizing efficiency. Known for fostering collaborative a collaborative work environment and achieving high-performance results. Reliable and adaptable, with excellent skills in leadership and client relations.
Work History
Branch Manager
2 Years 7 Months- Lead the strategic direction and day-to-day operations of a Wealth Management branch.
- Coached and mentored financial advisors to enhance business growth and improve client outcomes.
- Coach and mentor financial advisors to help maximize business growth and client outcomes.
- Partnered with regional leadership to implement strategic initiatives that strengthened branch performance.
- Fostered an environment prioritizing exceptional client service and advisor engagement.
Branch Manager
17 Years 11 Months- Led advisor recruitment, onboarding, coaching, and retention initiatives, enhancing team capability and engagement.
- Developed business strategies that fostered long-term growth and elevated advisor productivity.
- Led advisor recruitment, onboarding, coaching, and retention initiatives.
- Cultivated a collaborative culture prioritizing professional development, ethical leadership, and client-first service.
- Worked closely with executive leadership on strategic planning, succession planning, and organizational initiatives.
Education
Bachelor of Business Administration (B.B.A.) - General Business
Skills
Branch Leadership
Advisor development
Client management
Regulatory compliance
Risk Management
Performance Management
Strategic Leadership
Team coaching
Relationship Building
Financial Services
Interests
I enjoy spending time with my family
volunteering
traveling
playing golf
skydiving
coaching competitive women's softball and skydiving
Timeline
Branch Manager
Raymond James & Associates
01.2024 - CurrentRead More
Branch Manager
RBC Wealth Management
02.2006 - 01.2024Read More
Sam Houston State University
Bachelor of Business Administration (B.B.A.) from General Business
Read More
PROFESSIONAL PROFILE
- 28 years in the Wealth Management industry.
- 20+ years of experience leading financial advisor teams and branch operations.
- Passionate about servant leadership, mentoring advisors, developing future leaders, and creating high-performance cultures built on integrity and trust.