As a Senior Regional Manager, you will lead and inspire a team of Wealth Advisors, fostering collaboration and ensuring client satisfaction. You'll leverage your extensive financial services experience to develop your team while managing performance and adapting strategies to meet targets.
Key Responsibilities
Coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors
Build and foster relationships with internal partners and clients
Establish strategies to meet asset and service targets
Monitor client interactions and coach for improved service quality
Required Qualifications
CFP® designation, CFA® designation, or a Master’s Degree in Personal Financial Planning
Bachelor’s Degree
Active and valid FINRA Series 7 license
Active and valid FINRA 66 license
Active and valid FINRA 9/10 license
Five plus years’ experience in the financial services industry
Preferred Qualifications
Minimum of 2 years supervisory experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance