State Licensed Managing Principal

Location: Remote
Compensation: To Be Discussed
Reviewed: Thu, May 01, 2025
This job expires in: 6 days
Recruiting Sales Growth Financial Viability Profitability

Job Summary

A company is looking for a Managing Principal responsible for leading a firm and driving growth strategies.

Key Responsibilities
  • Recruit and develop financial professionals and firm leaders
  • Manage the financial health and profitability of the firm
  • Create and communicate a vision for the firm while leading a virtual organization
Required Qualifications
  • Bachelor's Degree Required
  • More than 10 years of financial services sales experience Required
  • FINRA Series 7 Upon Hire Required
  • FINRA Series 24 Preferred
  • Certified Financial Planner-CFP Board CLU, ChFC or CFP Preferred
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