Hybrid Advisor Manager - Central Territory Growth Leader

TruStage; Missouri; On-site; USD 82,500 - 137,500; Full time

Benefits offered by this job

Annual incentive bonus

Medical, dental, and vision insurance

401k retirement plan

Tuition reimbursement

Paid time off

Flexible workplace

Job summary

A financial services company in Missouri is seeking an Advisor Manager responsible for coaching and leading advisor teams. Key responsibilities include managing productivity, recruiting financial advisors, and ensuring compliance with regulatory policies. Ideal candidates should have at least 7 years of experience in the financial services industry and a robust leadership background. The base salary ranges from $82,500 to $137,500 annually with various benefits including medical, dental, and retirement assistance.

Qualifications

• 7 years’ experience in the financial services industry, preferably in investment programs.
• 3-5 years of leadership experience.
• Flexibility for travel up to 75%.

Responsibilities

• Manage overall Advisor Team productivity to meet sales and territory plans.
• Coach advisors in developing relationships within the credit union program.
• Conduct regular reviews for managed credit union programs and advisors.

Skills

Leadership

Communication

Presentation

Cross-company collaboration

Relationship building

Education

FINRA Securities Industry Essentials Examination, Series 7, 63, 65 or 66, 24 & life/health/variable insurance licenses

Job description

A financial services company in Missouri is seeking an Advisor Manager responsible for coaching and leading advisor teams. Key responsibilities include managing productivity, recruiting financial advisors, and ensuring compliance with regulatory policies. Ideal candidates should have at least 7 years of experience in the financial services industry and a robust leadership background. The base salary ranges from $82,500 to $137,500 annually with various benefits including medical, dental, and retirement assistance.