Lead Financial Advisory Practice Director

Principal Financial Group

North Carolina

On-site

USD 94,000 - 171,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Pension Eligible

Job summary

Principal Financial Group in North Carolina seeks a Sr. leader to recruit, train and grow a team of financial professionals. You will lead initiatives to attract top advisors, manage production and expenses, and drive a high-performance culture.

The role rewards strong sales leadership with extensive travel and regulatory knowledge. The position requires a bachelor degree or eight years of equivalent experience, plus 4+ years in sales/management and proven presentation skills.

Qualifications

  • Bachelor degree or eight years equivalent experience.
  • 4+ years related work experience including sales and management.
  • Recruiting of experienced financial advisors preferred.
  • Broad knowledge of sales techniques and regulations governing insurance and security sales.
  • Good oral and written communication skills and presentation skills.
  • Ability to recruit, train, lead, manage and supervise a diverse group of producers.
  • Some travel required, including overnight stays up to 15%.

Responsibilities

  • Develop a profitable business center by attracting, training, motivating and retaining advisors.
  • Achieve goals in recruiting and retention of advisors, production, persistency, and expense management.
  • Lead and consult with financial professionals to build skills and grow their practice.

Skills

Recruiting
Sales management
Communication skills
Leadership

Education

Bachelor's degree

Job description

Principal Financial Group in North Carolina seeks a Sr. leader to recruit, train and grow a team of financial professionals. You will lead initiatives to attract top advisors, manage production and expenses, and drive a high-performance culture.

The role rewards strong sales leadership with extensive travel and regulatory knowledge. The position requires a bachelor degree or eight years of equivalent experience, plus 4+ years in sales/management and proven presentation skills.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Executive Director, Financial Advisory Growth
Executive Director, Financial Advisory Growth

Principal Financial Group • Downers Grove (IL)

On-site
USD 103,400 - 171,600
Pension plan
Flexible Time Off
Sr. Managing Director: Financial Advisor Growth Leader
Sr. Managing Director: Financial Advisor Growth Leader

Principal Financial Group • Tampa (FL)

On-site
USD 89,000 - 171,000
Director of Financial Advisory Growth
Director of Financial Advisory Growth

Principal Financial Group • Charlotte (NC)

On-site
USD 90,000 - 130,000
Managing Director - Principal Financial Network (Charlotte)
Managing Director - Principal Financial Network (Charlotte)

Principal Financial Group • Charlotte (NC)

On-site
USD 90,000 - 130,000
Lead Financial Advisor | Partnership Track
Lead Financial Advisor | Partnership Track

TruNorth Advisors, LLC • Raleigh (NC)

On-site
USD 100,000 - 500,000
Medical benefits
Dental benefits
Retirement plan
Regional Managing Director — Lead & Grow Financial Advisors
Regional Managing Director — Lead & Grow Financial Advisors

Principal Financial Group • Overland Park (KS)

On-site
USD 150,000 - 215,000
Associate Director, Financial Advisor Growth & Sales
Associate Director, Financial Advisor Growth & Sales

Default Brand • Charlotte (NC)

On-site
USD 85,000 - 100,000
Medical, Dental, Vision plans
Flexible PTO
401(k) plan with employer match
Lead Financial Advisor - Growth & Client Relationships
Lead Financial Advisor - Growth & Client Relationships

Strategic Wealth Designers • Charlotte (NC)

Hybrid
USD 90,000 - 150,000
Medical, Dental & Vision
401(k) match
Professional Development budget
+1
Senior Financial Advisor: Scale Your Practice with Leads
Senior Financial Advisor: Scale Your Practice with Leads

Carolina Financial Group - Prudential Advisors • Charleston (SC)

On-site
USD 90,000 - 150,000
Pension plan
Medical insurance
401(k)
+1
Senior Managing Director - Financial Network Growth
Senior Managing Director - Financial Network Growth

Principal Financial Group • Dublin (OH), Cincinnati (OH), Sharonville (OH)

On-site
USD 94,000 - 171,000