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Wealth Market Leader Huntsville

2 months ago

Huntsville, Alabama, United States BMSS Wesson Full time
Job Overview

BMSS Wesson Wealth Solutions is seeking a seasoned Team Leader to oversee a team of financial/wealth advisors and client service representatives. The ideal candidate will have a strong background in financial advisory, exceptional leadership skills, and the ability to foster a collaborative and high-performing team environment.


Key Responsibilities
  • Lead and supervise a wealth management team, providing guidance, coaching, and mentorship to ensure team cohesion and performance excellence.
  • Manage premier client relationships, handling complex cases and consulting with advisors and home office professionals to deliver comprehensive financial solutions.
  • Develop and implement business development strategies to build and maintain relationships with key influencers in the market.
  • Establish team goals aligned with organizational objectives, monitor progress, and ensure achievement through effective performance management.
  • Identify training needs, provide ongoing coaching, and support professional development opportunities for team members.

Requirements
  • Minimum 10 years of experience in the financial advisory business, with at least 3-5 years in a leadership or supervisory role.
  • Proven track record in managing client relationships and leading teams in a financial services environment dealing with high-net-worth families and business owners.
  • Excellent communication and interpersonal skills with the ability to motivate and inspire team members.
  • Strong strategic planning and execution abilities.

Preferred Qualifications
  • MBA preferred.
  • Additional wealth industry designation(s) preferred.

About BMSS Wesson Wealth Solutions

Our firm serves the complex advisory needs of our clients-business owners, corporate executives, high-income professionals, and families stewarding earnings or inherited wealth. We engage clients in a life impact stewardship journey, guiding them to make their dreams a reality, with outcomes of generosity, legacy, service, healthy family dynamics, and impact investing.