Director of Wealth Management

6 days ago


Lenexa, Kansas, United States Advisors Excel Full time
Director of Wealth Job Description

Overview:

Advisors Excel is seeking a highly skilled Director of Wealth to join our team. As a key member of our Wealth Management department, you will play a critical role in driving asset growth and retention through coaching, sales, and marketing strategy.

Key Responsibilities:

  • Develop and implement sales strategies to drive asset growth and retention
  • Provide coaching and support to independent advisors to optimize their business performance
  • Collaborate with cross-functional teams to develop and execute marketing initiatives
  • Stay up-to-date on industry trends and competitor analysis to inform business decisions

Requirements:

  • 5+ years of experience in financial services, with a focus on sales and marketing
  • Proven track record of driving asset growth and retention
  • Strong knowledge of investment products and financial planning
  • FINRA Series 7/66 and/or 65 certification

What We Offer:

  • Competitive salary and bonus structure
  • Comprehensive benefits package, including medical, dental, and vision
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment

About Us:

Advisors Excel is a fast-paced and innovative company that is dedicated to helping independent financial advisors succeed. We are committed to providing our employees with the tools and support they need to excel in their roles.



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