Associate Regional Director, Wealth Management

Role Overview

• Develop and execute strategies focused on coaching advisors on financial planning, investment management, practice management and client acquisition
• Educate advisors to help them grow their wealth and financial planning businesses
• Tactical execution of written plan in each agency
• 1x1 advisor coaching and support for novice and high potential experienced advisors
• Conduct regular coaching program advisor focus groups for high potential wealth advisors
• Deliver agency training on key concepts including: 6 Step Financial Planning Process, Client Service Models, Client Engagement Frameworks, and Product Sales Conversations

Requirements

• Bachelor’s degree or HS Diploma with 10+ years of experience in the investment management and financial planning space
• 5+ years of sales experience selling investment management and financial planning products & solutions
• 2+ years of experience working and developing in-depth knowledge of insurance, wealth management and any associated products and services
• Ability to travel upwards of 50%
• FINRA Licensing
• Series 7 at time of application
• FINRA Licensing
• 66 (or 65 + 63) at time of application

Benefits

• Health insurance
• 401(k) matching
• Flexible working hours
• Paid time off
• Remote work options