Director, Investment Services & Advisor Growth

SAFE Credit Union; Folsom (CA); Híbrido; USD 215.000 - 245.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401k matching

HSA/FSA benefits

Flexible work arrangements

Professional development

Descripción de la vacante

SAFE Credit Union is seeking an Advisor Development and Sales Leadership leader to guide Financial Advisors and branch staff across the network. You will coach on discovery, needs analysis, recommendations, and relationship management while ensuring regulatory and suitability standards are met.

You will partner with leadership to drive growth in investment and wealth management, enhance client experience, and expand referral programs through training and performance monitoring.

Formación

• Bachelor's degree from four-year College or University.
• Minimum of eight years of investment services, wealth management, or financial services experience.
• Five years of people management experience.

Responsabilidades

• Provide leadership, coaching, training, and mentorship to Financial Advisors, and branch employees to support achievement of sales, service, and growth objectives.
• Coach Advisors on all aspects of the financial planning process, including client discovery, needs analysis, recommendations, implementation, and ongoing relationship management.
• Partner with Advisors to effectively leverage portfolio management and consulting resources to deliver comprehensive investment solutions.
• Train and onboard new Advisors on investment and insurance products, retirement planning solutions, account opening procedures, regulatory requirements, and client engagement best practices.
• Assist Advisors with complex client relationships, sales presentations, and large account opportunities.

Educación

Bachelor's degree from four-year College or University

Descripción del empleo

SAFE Credit Union is seeking an Advisor Development and Sales Leadership leader to guide Financial Advisors and branch staff across the network. You will coach on discovery, needs analysis, recommendations, and relationship management while ensuring regulatory and suitability standards are met.

You will partner with leadership to drive growth in investment and wealth management, enhance client experience, and expand referral programs through training and performance monitoring.