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About the role
Key responsibilities & impact- Responsible for the direct management of a team of Financial Advisors
- Hiring, on-boarding and direct management and supervision of the day-to-day activities and performance of the FAs
- Recruit, hire, train, coach and mentor Financial Advisors
- Responsible for suitability, knowledge of products & platform
- Review business activity and provide advice through planning and the distribution of Mass Affluent products
- Create opportunities for the team and partners to acquire new clients and deepen business with existing clients
- Ensure regulatory compliance by FAs in the designated territory
- Increase Mass Affluent product sales productivity through coaching and planning
- Manage relationships with internal/external business partners and provide product training
- Provide insights to local competitive intelligence and market share analysis
- Prepare monthly financial statements and administrative reports
Requirements
What you’ll need- Bachelor’s degree or equivalent experience
- 7 - 10+ years related experience
- Required Licenses or Registrations (or ability to obtain within Licensing & Registration Schedule): Life/Health, Series 65, 7 and 24
- Excellent communication skills
- Proven managerial skills
- Previous sales/leadership experience
- Demonstrated attention to detail and effective project management skills
- Demonstrated proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook)
- Demonstrated experience performing complex financial, statistical and budgetary analyses, preferably in the banking industry
- Ability to travel within assigned Market; about 75% of time
- Driver’s License required
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development
- Reward and recognition
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisstatistical analysisbudgetary analysisproduct trainingregulatory compliancesales productivitycoachingplanningclient acquisitionmarket share analysis
Soft Skills
communication skillsmanagerial skillsattention to detailproject managementleadershipmentoringteam managementrelationship managementcoachingtraining
Certifications
Life/Health LicenseSeries 65Series 7Series 24