Executive in Wealth Creation
6 days ago
We are seeking an experienced Executive in Wealth Creation to join our team at Advisors Excel. In this role, you will have a direct impact on the success of independent advisors' businesses through coaching, sales and marketing strategy, and general office support.
Your primary responsibilities will include:
- 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
To be successful in this role, you will need:
- 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
Additional qualifications that would make you stand out include:
- Previous sales or recruiting experience
- CFP, CFA or CIMA certification
In return for your hard work and dedication, you can expect:
- 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 physician
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
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