Advisor Team Lead & Territory Growth Manager

TruStage; Kansas; Remote; USD 82,500 - 137,500; Full time

Benefits offered by this job

Medical and Dental benefits

401k and retirement assistance

Flexible workplace options

Tuition reimbursement

Job summary

A leading financial services company is seeking a motivated individual for a crucial role that involves managing advisor teams and meeting sales goals. The ideal candidate should possess at least 7 years of experience in the financial industry, strong leadership skills, and the necessary regulatory licenses. You will be responsible for coaching advisors, ensuring compliance, and fostering strong relationships within credit unions. A competitive salary and flexible work options are offered.

Qualifications

• 7 years’ experience in the financial services industry.
• 3-5 years of leadership experience required.
• Strong track record of integrity and results across the industry.

Responsibilities

• Manage overall Advisor Team productivity to sales and territory plans.
• Coach advisors on developing relationships within credit unions.
• District level responsibility for recruiting and retention.

Skills

Leadership skills

Communication skills

Relationship building

Business acumen

Education

FINRA licenses (Series 7, 63, 65/66, 24)

Job description

A leading financial services company is seeking a motivated individual for a crucial role that involves managing advisor teams and meeting sales goals. The ideal candidate should possess at least 7 years of experience in the financial industry, strong leadership skills, and the necessary regulatory licenses. You will be responsible for coaching advisors, ensuring compliance, and fostering strong relationships within credit unions. A competitive salary and flexible work options are offered.