Advisor Manager - Wealth Management (e.pa/upstate Ny)

TruStage

Eastern PA, US
Base: $82,500.00 - $137,500.00; bonus/equity: not ...
Hybrid
7 years in financial services
3-5 years leadership experience
Finra licenses required
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone

Job Summary

  • At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.
  • Advisor managers will be responsible for the revenue/sales goals and recruiting goals of the territory.
  • We offer a flexible workplace that allows for work-life balance, career growth, and retirement assistance.

Matching Summary

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.

Salary

Base: $82,500.00 - $137,500.00; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, 401k

Skills & Requirements

Must-have

  • 7 years in financial services
  • 3-5 years leadership experience
  • FINRA licenses required

Nice-to-have

  • Strong relationship building skills
  • Experience with credit unions
  • Ability to travel up to 75%

Key Requirements

  • FINRA Securities Industry Essentials Examination
  • Series 7, 63, 65 (or 66), 24 licenses
  • Life/health/variable insurance licenses required

Work Rights

Not specified

Tailored Resume

Cover Letter