Financial Analyst providing insights into operational performance in manufacturing. Collaborating with Integrated Operations leadership to enhance financial decision - making and accountability.
About the role
- Financial Advisor Manager responsible for managing Financial Advisors and driving sales productivity in Philadelphia. Involves recruitment, training, and strategic partnership building.
Responsibilities
- Responsible for the direct management of a team of Financial Advisors
- Hiring, onboarding, and direct management of FAs in an assigned market/territory
- Coaching and mentoring Financial Advisors
- Driving referral activities and partnership activity with retail and other partners
- Increasing Mass Affluent product sales productivity
Requirements
- Bachelor’s degree or equivalent experience
- 7 - 10+ years related experience
- Life/Health, Series 65, 7 and 24 licenses (or ability to obtain)
- Excellent communication skills
- Proven managerial skills
- Previous sales/leadership experience
- Demonstrated proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook)
Benefits
- Health insurance
- 401(k) matching
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Professional development opportunities
- Career development programs
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