Responsible for direct management of a team of Financial Advisors
Hiring, on-boarding and direct management and supervision of the day to day activities and performance of the FAs in an assigned market/territory
Recruiting, hiring, training, coaching and mentoring Financial Advisors
Responsible for Partnership activity with Retail and other Partners and for creating a positive relationship with Partners and driving referral activities
Providing advice through planning and the distribution of Mass Affluent products including annuities, managed solutions and insurance
Implementing plans and programs that create opportunities for their team and partners acquire new clients and deepen business with existing clients
Directly accountable for assigned Mass Affluent revenue and Wealth/brokerage referral goals
Monitoring, managing and approving expenditures, and preparing monthly financial statements and administrative reports

Bachelor’s degree or equivalent experience
7
10+ years related experience
Required Licenses or Registrations (or ability to obtain within Licensing & Registration Schedule): Life/Health, Series 65, 7 and 24
Excellent communication skills
Proven managerial skills
Previous sales/leadership experience
Demonstrated attention to detail and effective project management skills
Demonstrated proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook)
Demonstrated experience performing complex financial, statistical and budgetary analyses, preferably in the banking industry
Ability to travel within assigned Market; about 75% of time
Driver’s License required

Financial Advisor Manager

Key skills