Financial Advisor Manager - Philadelphia, PA
Core
Direct management, hiring, and supervision of a team of Financial Advisors to drive Mass Affluent and Wealth product sales, client acquisition, and revenue growth within an assigned territory.
Role type
Senior Financial Advisor Manager (Team Lead)
Builds
Mass Affluent product sales (annuities, managed solutions, insurance), Wealth & brokerage referrals, and new client acquisition pipelines.
Domain
Financial Services / Wealth Management / Banking
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Team leadership and supervision, recruiting and onboarding, sales coaching and mentoring, regulatory compliance management, territory and store coverage management, financial planning and analysis, partnership development, complex product suitability assessment, campaign execution, performance monitoring and reporting.
Preferred skills
Banking industry experience, complex financial/statistical/budgetary analysis, Microsoft Office proficiency, community and business development activities.
Technologies
Microsoft Word, Excel, PowerPoint, Outlook
Responsibilities
Hire, onboard, and manage Financial Advisors; coach and mentor team on Mass Affluent sales and wealth referrals; ensure regulatory compliance for team activities; manage territory coverage and partner relationships; drive revenue goals and asset growth; lead marketing program implementation; analyze performance and market share; manage team expenditures and financial reporting.
Seniority
Senior, hands-on IC with team management