Securities and Insurance Licensed Manager

Job Summary

Leading a local team of nationally licensed advisors, the full-time Growth & Development Manager, Virtual Advice - Hybrid will focus on enhancing team performance, driving sales and productivity goals, and cultivating a mission-driven culture while working in a hybrid environment.

Key responsibilities

• Conduct coaching sessions to improve consultative sales skills and support advisors in delivering effective recommendations
• Drive alignment with organizational objectives through business planning and performance management
• Facilitate onboarding and training to accelerate team productivity and skill development

Required qualifications

• Bachelor's degree in business, management, or a related field, or equivalent experience
• Prior financial advisor experience with multiple years leading a team of eight or more
• Eligibility for Securities and Insurance licensing in all states and D.C.; possession of FINRA Series 7 and 63/65 or 66 preferred
• Experience in financial planning, investment, and insurance products, along with consultative sales models
• Proven ability to lead change in a fast-paced environment and collaborate within a team