Senior Wealth Solutions Manager

Job Summary

A company is looking for a Senior Wealth Solutions Manager to lead a team focused on serving clients with less than $250K in assets.

Key Responsibilities

• Drive high-velocity teams to deliver exceptional client-centric conversations and expert-level industry knowledge
• Develop and implement strategies to achieve business goals and support new initiatives
• Coach and mentor a growing team while ensuring customer success and resolving escalated issues

Required Qualifications

• Bachelor's degree or equivalent combination of education and professional experience
• 3-5 years of relevant industry experience in asset growth and leadership
• FINRA Series 24 (or 9/10), Series 7, and Series 66 (or 7, 63, and 65 depending on state requirements)
• In-depth understanding of retail investment vehicles and qualified retirement plans
• FINRA Fingerprinting required