Director, Wealth Management - (US-PA-Philadelphia)
Compensation: $145K - $150K / Year
Minimum Education: Bachelors
Job Type: Full Time
Jobcode: TJKJA22
Bonus up to 100%
Responsible for the oversight and management of a group of Wealth Management Advisors within a specified territory. This includes compliance and the principal review of the Advisors' recommendations.
Hires, coaches and motivates a team of Wealth Management Advisors to achieve the goals of the unit. Ensures Advisors are utilizing resources, including Estate Planning, Portfolio Management, Insurance Planning,
Assigns Advisors appropriate books of clients within the territory.
Works with the assigned team of Advisors to review planning and advice for complex cases.
Assists the Wealth Management Regional VP in charting strategy and direction in assigned territory.
Monitors competitors' activities within the territory.
Qualifications
NASD Series 7, 24 and 66
Applicable state insurance licensing required
Industry designations such as CFP desired
Must have demonstrated superior sales management expertise and coaching/motivating staff
Expert knowledge of financial planning concepts including a broad knowledge of all products and services
Thorough knowledge of the retirement industry, ERISA regulations and financial products
Excellent strategic planning, people management and communication skills
Proven track record in generating sales and managing relationships with high net worth clients, including broad technical skills in retirement products, general investment matters and applicable tax and estate planning issues
Demonstrated experience understanding a client's unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership
Excellent interpersonal skills and client face-to-face relationship building skills as well as a team player
Experience with client relationship management (CRM) systems
Email resume in Word to TheBigGameHunter@cisny.com. Please include the job code for the position with your resume.
NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES.
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