Wealth Management Director

FAIRWINDS
Orlando, FL
Job Description
We are seeking an experienced Wealth Management Director to lead our growing Wealth Management division. This role will direct all aspects of the wealth function, including sales, marketing, operations, and compliance, to ensure exceptional service, strong portfolio growth, and alignment with organizational goals.

Requirements

  • Supervise sales managers, representatives, trainees, and support staff
  • Interview, hire, train, mentor, and counsel Wealth Management employees
  • Set clear performance expectations and provide ongoing coaching, feedback, and development
  • Ensure all licensed crewmembers stay current with continuing education requirements
  • Direct sales practices, product knowledge, planning tools, and written recommendations
  • Build recognition and awareness for the Wealth Management program across the organization
  • Develop and manage business plans, goals, and budgets
  • Review and analyze sales performance metrics
  • Provide monthly production, appointment, and marketing activity reporting
  • Administer policies and practices that ensure compliance with SEC and FINRA regulations

Benefits

  • 11 paid holidays
  • Generous paid time off
  • 6% 401(k) match
  • $700 annual contribution to Health Savings Account
  • Medical, dental, vision, disability, and life insurance
  • Leadership development, tuition assistance, and advancement opportunities
  • Rewards for financial wellness through Debt Free Club and Dave Ramsey’s SmartDollar program
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