Regional Wealth Growth Manager & Advisor Coach

PowerToFly; Town/Village of Harrison (NY); On-site; USD 110,000 - 190,000; Full time

Job summary

A leading financial services firm seeks a Business Development Manager to drive asset growth in New York. The role involves executing strategic initiatives, coaching Financial Advisors, and collaborating with internal partners. The ideal candidate will possess a minimum of 5 years in Wealth Management, hold a Bachelor's Degree, and have relevant financial licenses within 120 days of hire. Competitive compensation ranges from $110,000 to $190,000 with additional benefits.

Qualifications

• Minimum of 5 years experience in Wealth Management or comparable field.
• Active Series 7 and 66 (or 63 and 65) required upon hire.
• Strong oral and written communication skills.

Responsibilities

• Drive asset growth in respective markets.
• Execute strategic and tactical initiatives.
• Provide coaching and proactive ideas to Financial Advisors.

Skills

Wealth Management experience

Communication skills

Interpersonal skills

Problem-solving skills

Ability to build relationships

Education

Bachelor's Degree

Tools

Salesforce

Investment platforms

Job description

A leading financial services firm seeks a Business Development Manager to drive asset growth in New York. The role involves executing strategic initiatives, coaching Financial Advisors, and collaborating with internal partners. The ideal candidate will possess a minimum of 5 years in Wealth Management, hold a Bachelor's Degree, and have relevant financial licenses within 120 days of hire. Competitive compensation ranges from $110,000 to $190,000 with additional benefits.