Role OverviewThe Financial Advisor Manager is responsible for the direct management of a team of Financial Advisors. Key objectives include hiring, on-boarding, and direct management and supervision of the day-to-day activities and performance of the FAs in an assigned market/territory. The FAM will be responsible for Partnership activity with Retail and other Partners and for creating a positive relationship with Partners and driving referral activities.
What You Will Do
Responsibilities include recruiting, hiring, training, coaching, and mentoring Financial Advisors. The FAM will be responsible for providing advice through planning and the distribution of Mass Affluent products, including annuities, managed solutions, and insurance, as well as high net worth and brokerage referrals for the Stores which the Financial Advisors cover.
Why It Might Be a Fit
The ideal candidate will have excellent communication skills, proven managerial skills, and previous sales/leadership experience. They will also have demonstrated attention to detail and effective project management skills, as well as proficiency with Microsoft applications.
Requirements
- Bachelor’s degree or equivalent experience
- 7 - 10+ years related experience
- Life/Health, Series 65, 7 and 24 licenses or ability to obtain within Licensing & Registration Schedule
- Excellent communication skills
- Proven managerial skills
- Previous sales/leadership experience
- Demonstrated attention to detail and effective project management skills
- Demonstrated proficiency with Microsoft applications
- Demonstrated experience performing complex financial, statistical, and budgetary analyses, preferably in the banking industry
Benefits
- Base salary
- Variable compensation/incentive awards
- Health and well-being benefits
- Savings and retirement programs
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development
- Reward and recognition
]]>