Complex Director
United States
Full Time
3 days ago
$100,000 - $120,000 USD
No H1B
Key skills
LeadershipPresentation Skills
About this role
Role Overview
- Drive profitable multi-office growth across Oregon and Washington State
- Create a compelling business plan focusing on profitable growth
- Implement strategies for advisor and client acquisition and retention
- Lead branch managers and optimize resources across branches
- Execute performance improvement and national recruiting strategies
- Ensure compliance with legal standards and brand integrity
Requirements
- Bachelor’s degree or equivalent (4-years)
- 7-10 years of relevant experience
- Active FINRA Series 7
- Active FINRA Series 24, or S9/10
- Active State Securities Agent Registration (S63 or S66)
- Active IAR Registration (S65 or S66)
- Active Life and Variable Contracts insurance licenses
- Self-driven and achievement oriented
- Ability to execute a predefined playbook to drive results
- Strong presentation skills and executive presence
- P&L expense management and ability to analyze data and reports
- Proven leadership skills
Benefits
- Health, dental, and life insurances
- 401(k)
- Vacation time
- Sick time
- Bonus compensation