Complex Director
San Diego, California, United States of America
Full Time
1 week ago
$120,000 - $150,000 USD
No Visa Sponsorship
Key skills
Leadership
About this role
Role Overview
- Own and accelerate growth across a defined California territory
- Drive revenue and asset growth by executing a strategic plan
- Build high-performing teams and leverage operational partnerships
- Lead branch managers and recruit high-quality advisors
- Develop branch’s unique value proposition and implement recruiting strategy
- Ensure brand standards, client service and satisfaction are met
- Maintain a legal and compliant organization
Requirements
- Bachelor’s degree or equivalent experience
- 7-10 years of experience in financial services
- Proven leadership skills
- Strong financial acumen with P&L expense management
- 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
Benefits
- Health, dental and life insurances
- 401(k)
- Vacation time
- Sick time
- Pay-for-performance compensation philosophy
- Comprehensive benefits program