Onsite Sales Manager, Wealth Advisor Group

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About the role

  • Sales Manager overseeing a team of licensed financial advisors at LPL Financial. Responsible for talent management, sales performance, and client management.

Responsibilities

  • Create a culture of growth, ensuring that relationship deepening is being properly executed and that business objectives are being met
  • Conduct regular one on ones with advisors to discuss career development, goal setting, and setting appropriate expectations
  • Conduct coaching sessions and trainings not only to help advisors expand their knowledge and meet their sales goals
  • Review advisor productivity, SLA, and progress towards the businesses goals
  • Supervise the investment and relationship deepening process, and ensure coordination and adherence to policies and procedures
  • Handle all manager callbacks and client escalations in a timely manner

Requirements

  • FINRA Series 7 and 66
  • FINRA Series 9/10 is a plus, expected to obtain within first 6 months of hire
  • 2+ years of previous management experience
  • 2+ years of investment and advisory experience
  • Ability to work onsite in our Austin, Tempe, or Fort Mill office is required

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

Job title

Sales Manager, Wealth Advisor Group

Job type

Experience level

JuniorMid level

Salary

$105,700 - $176,200 per year

Degree requirement

Bachelor's Degree

Location requirements

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