Manages a team of centralized Financial Advisors providing advice-based financial solutions for smaller, less complex, and out-of-footprint accounts
Job Summary
Manages a team of centralized Financial Advisors providing advice-based financial solutions for smaller, less complex, and out-of-footprint accounts.
Provides leadership, guidance, and training to the sales team, fostering a motivating environment and ensuring strong adoption of sales practices.
Responsible for driving customer success and business growth, ensuring adherence to financial planning, suitability, and client service standards, and minimizing risk to the Bank.
Matching Summary
Manages a team of centralized Financial Advisors providing advice-based financial solutions for smaller, less complex, and out-of-footprint accounts.
Salary
Base: $89,600.00 - $149,300.00 Annual; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Leadership and guidance
Sales practice adoption
Customer success driving
Operational objectives
Risk and regulatory standards
Nice-to-have
Motivating work environment
Culture of belonging
Process innovation participation
Key Requirements
Bachelor's degree or 11 years higher education/work experience
7 years sales environment experience
2 years managerial/supervisory experience
FINRA Series 7, 63, 24, 65 Licenses
New York State Life/Accident and Health Insurance license