Senior Specialist managing tax compliance and reporting obligations at QBE. Focus on auditing assistance and ad - hoc tax advisory while working from Cebu or Manila.
About the role
- Financial Advisor Manager at TD Wealth managing a team of Financial Advisors. Responsible for hiring, training, and business development to increase sales and referrals.
Responsibilities
- Direct management of a team of Financial Advisors (FAs)
- Hiring, on-boarding and direct management and supervision of FAs
- Recruiting, hiring, training, coaching, and mentoring Financial Advisors
- Responsible for suitability, knowledge of products & platform
- Partnership activity with Retail and other Partners
- Providing advice through planning and distribution of Mass Affluent products
- Implementing plans and programs to create opportunities for team and partners
Requirements
- Bachelor’s degree or equivalent experience
- 7 - 10+ years related experience
- Required Licenses: Life/Health, Series 65, 7 and 24
- Excellent communication skills
- Proven managerial skills
- Previous sales/leadership experience
- Demonstrated attention to detail and effective project management skills
- Proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook)
- Ability to travel within assigned Market; about 75% of time
Benefits
- Health insurance
- 401(k) matching
- Paid time off (Vacation PTO, Flex PTO, Holiday PTO)
- Career development
- Banking benefits and discounts
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