$184,400.00 - $307,400.00 (usd); not specified; no...
Lead and coach wealth advisors
Oversee client pipelines and sales
Drive new client relationships
This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor
Job Summary
This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor.
Lead a team of Wealth Advisors to meet established objectives and oversee their pipelines, sales, and activities.
Drive individual production as a Wealth Advisor and exercise usual authority of a manager concerning staffing, performance appraisals, and terminations.
Matching Summary
This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor.
Salary
$184,400.00 - $307,400.00 (USD); Not specified; Not specified
Skills & Requirements
Must-have
Lead and coach Wealth Advisors
Oversee client pipelines and sales
Drive new client relationships
Deliver holistic wealth management advice
Manage team performance and staffing
Nice-to-have
Promote an environment that supports belonging
Maintain M&T internal control standards
Key Requirements
Bachelor’s degree and 9 years’ relevant experience or 13 years’ higher education/work experience