Wealth Management Sales Director

14 hours ago


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

We are seeking an experienced Wealth Management Sales Leader to drive growth and lead 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.

Key Responsibilities:

  • Provide strategic direction and leadership to the team.
  • 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.
  • 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.

Requirements:

  • 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.
  • Exceptional interpersonal and communication skills, with the ability to inspire and motivate others.

About Goodwin Recruiting:

Goodwin Recruiting is a full-service recruiting agency that was founded in hospitality. 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.



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