Leadership Development Manager designing and scaling leadership development programs at Signature Aviation. Translating leader expectations into practical frameworks for all leadership levels.
About the role
- Advisor developing and expanding relationships in wealth management with financial planning. Engaging clients through financial wellness conversations and comprehensive investment solutions.
Responsibilities
- Grow new clients and expand existing relationships with clients.
- Host holistic Financial Wellness conversations and complete comprehensive financial plans.
- Utilize a consultative sales process to provide financial solutions.
- Coordinate all aspects of investment product delivery within assigned Branch.
- Develop a strong Center of Influence strategy.
Requirements
- Bachelor's Degree (required)
- Have completed/began CFP (Certified Financial Planner) Courses (preferred)
- FINRA Security Industry Essentials (SIE) within 120 Days (required)
- FINRA License S7 within 120 Days (required)
- FINRA License S66 and Resident State Insurance License within 120 Days (required)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Short-term incentive compensation
- Deferred incentive compensation
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