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Financial Planning and Advisory Sales Leader

2 months ago

Buffalo Grove, Illinois, United States Goodwin Recruiting Full time
Job Opportunity

We are seeking an experienced Wealth Management Sales Director to lead and drive the growth and daily operations of our Financial Planning & Advisory Sales team.

This is an exciting opportunity for a seasoned professional with a background in financial planning and sales management to lead and shape a high-performing team. You'll have the chance to drive strategy, enhance client relationships, and play a pivotal role in the company's growth, all while enjoying a competitive salary and strong career advancement potential.

Key Responsibilities:

  • Provide leadership and strategic direction.
  • Manage and develop team members to maintain consistent high performance and quality in all tasks.
  • Set clear objectives and performance benchmarks, ensuring alignment with the team and the organization's goals, while regularly monitoring progress and offering constructive feedback.
  • Act as a liaison between the financial planning team and other business departments, facilitating effective communication and collaboration.
  • Generate and present performance reports and metrics to senior leadership.
  • Identify and implement opportunities for process improvements, operational efficiencies, and technology enhancements to boost productivity.
  • Collaborate with key stakeholders to drive process changes and achieve desired outcomes.
  • Offer guidance and support to team members in handling complex client situations, providing solutions to meet client needs effectively.

Qualifications:

  • Passionate about financial and retirement planning.
  • 5-10+ years of experience in the financial planning industry.
  • 3-5+ years of experience in a leadership or sales management role.
  • Direct sales experience is a plus.
  • Series 65 or Series 66 license required.
  • CFP designation is a plus.
  • In-depth knowledge of financial planning principles, investment products, regulatory requirements, and industry standards.
  • Strong leadership and management skills, with a proven ability to build and nurture high-performing teams, foster a culture of excellence, and achieve measurable results.
  • Exceptional interpersonal and communication skills, with the ability to inspire and motivate others and collaborate effectively with stakeholders at all levels.
  • Proficiency in Microsoft Excel.
  • Highly detail-oriented, with strong organizational skills.
  • Ability to multitask and manage multiple projects and team members simultaneously.

About Goodwin Recruiting:

Goodwin Recruiting is a full-service recruiting agency that was founded in hospitality. Our company was built on service, and as we have grown and expanded into a broad range of industries and specialties, that hospitality mentality has remained rooted at the core of everything we do. We are committed to providing highly personalized services, tailored to each candidate and client we work with. Across all business types, from executives to operators to administrative staff, each Goodwin Recruiting partner has an extensive background in their field of expertise. We speak your language, we know the ins and outs of recruiting, and we put our core values first, establishing game-changing partnerships with employers and job seekers alike.