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Director of Wealth
3 months ago
- Drive asset growth and retention by proactively engaging with advisors utilizing the Wealth Management platform; delivering comprehensive product knowledge, innovative sales strategies, sales support, and marketing insight
- Handle incoming phone calls and requests for information, sales and marketing material, product analysis and problem resolution
- Provide strategic consultation on new opportunities and best practices to optimize performance
- Perform competitive analysis within product lines and maintain knowledge of the investment industry
- 5 years of direct Broker Dealer, Investment Management or Registered Investment Advisors experience
- 1-3 years' experience in sales
- FINRA Series 7/66 and/or 65
- Investment product knowledge and understanding of financial planning, capital markets and compliance
- Previous sales or recruiting experience
- CFP, CFA or CIMA certification
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site cafe, gym, therapist, financial coach, and primary care facility
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
Apply for this Position