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A top-tier financial services company is seeking an experienced leader to manage a team of Investment Advisor Representatives. This role offers remote work flexibility and a comprehensive benefits package, including a competitive salary and performance-based bonuses. Ideal candidates will have a Bachelor’s degree and extensive experience in financial product marketing, along with the necessary FINRA registrations. Join a work environment committed to financial wellness and customer satisfaction.
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $182,400 per year
- Opportunity for performance-based bonuses and incentives
- Flexible Time Off (FTO) program for salaried employees
- Pension eligibility and comprehensive benefits offerings
- Remote work or hybrid options available for qualified candidates
- Engaging work environment focused on financial wellness and customer satisfaction
What to Expect (Job Responsibilities):
- Lead and manage a team of Investment Advisor Representatives in the "Managed Money" service area
- Build and maintain strategic partnerships with plan sponsors and internal stakeholders
- Utilize data analysis to inform business decisions and set priorities
- Provide mentorship and guidance to internal partners to meet departmental goals
- Ensure compliance with regulatory standards and uphold operational judgment
What is Required (Qualifications):
- Bachelor’s degree or equivalent experience
- 8+ years of experience in a sales or service team marketing financial products
- FINRA Series 7 and Series 63 registrations required upon employment
- Ability to obtain FINRA Series 65 or 66 licenses within 90 days
- Exceptional written and verbal communication skills
How to Stand Out (Preferred Qualifications):
- Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) designation
- Experience using data analysis for achieving results in financial planning
- Extensive knowledge of industry practices and competitor offerings
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