Wealth Management/Sales Director

6 days ago


Skokie, Illinois, United States Goodwin Recruiting Full time
Job Overview

Goodwin Recruiting, a leading full-service recruiting agency, is seeking an experienced Wealth Management/Sales Director to lead and manage our Financial Planning & Sales team. This role oversees daily operations, improves workflow and productivity, and collaborates with senior leadership to enhance planning strategies and processes.

Key Responsibilities
  • Provide leadership and strategic direction to the Financial Planning & Sales team.
  • Manage and develop team members to maintain consistent high performance and quality in all tasks.
  • 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.
  • Strong leadership skills, with an ability to build and nurture high-performing teams, foster a culture of excellence, and achieve measurable results.
Requirements
  • Series 65 or Series 66 license required.
  • 5-10+ years of experience in the financial planning industry.
  • 3-5+ years of experience in a leadership or sales management role.
  • CFP Preferred, but not required.
What We Offer
  • Competitive base salary, $125-150k.
  • Performance-based quarterly bonuses, potential ranging from $20K - $50K.
  • Potential for future compensation opportunities, including PSOs, NQDC, and others.
  • Health, Dental, and Vision Insurance.
  • PTO.
  • 401k w/Match.


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