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Remote Wealth Management Internal Wholesaler Team Leader

Job is Expired
Location: Nationwide
Compensation: Salary
Staff Reviewed: Wed, Nov 23, 2022
Job Category: Sales
Weekly Hours: Full Time
Employer Type: Employer
Career Level: Entry Level, Experienced
Education Level: Bachelors

Job Summary

A financial services and investment firm has a current position open for a Remote Wealth Management Internal Wholesaler Team Leader.

Must be able to:

  • Lead a team of general financial planning subject-matter experts
  • Serve as financial planning subject matter expert with specialized expertise in designated firm priorities
  • Implement and ensure the effectiveness of GBA / Financial Planning communication and training programs

Qualifications Include:

  • Bachelor's degree required
  • Completion of Series 7 and Series 66 within 6 months
  • Minimum 8 years' experience within financial services industry or internal wholesaling
  • Begin pursuing CFP, ChFC, or CFA within 6 months of joining team

COMPLETE JOB DESCRIPTION

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