Managing Director – Lead Financial Advisor
United States
Full Time
1 day ago
$225,000 - $500,000 USD
No Visa Sponsorship
Key skills
LeadershipMentoring
About this role
Role Overview
- Serve as the Lead Financial Advisor for the division.
- Conduct retirement planning consultations with qualified prospects.
- Convert appointment-generated opportunities into long-term client relationships.
- Mentor and coach Financial Advisors.
- Provide case design support and planning guidance.
- Assist with advisor onboarding and development.
- Participate in strategic growth initiatives.
- Help build a national retirement planning platform.
Requirements
- Active Series 7 License
- Active Series 66 License (or equivalent)
- Active Life & Health Insurance License
- Minimum 10 years of Financial Advisory experience
- Strong retirement planning and client relationship management experience
- Experience working with affluent and pre-retiree clients
- Preferred CFP®, RICP®, ChFC®, or equivalent professional designation
- Federal retirement planning experience
- Advisor leadership experience
- Experience coaching or mentoring advisors
- Series 24 License
- Independent Broker-Dealer or Hybrid RIA experience
Benefits
- Competitive Base Salary
- Advisory Revenue Participation
- Insurance Production Compensation
- Leadership Incentives
- Team Growth Override Opportunities
- Profit Sharing
- Long-Term Partnership Opportunities