Financial Advisor Manager - Philly / South Jersey / Delaware Valley Area
Core
Direct management and supervision of a team of Financial Advisors in an assigned market/territory, responsible for recruiting, hiring, training, coaching, mentoring, and driving revenue growth through Mass Affluent products and brokerage referrals.
Role type
Senior IC Financial Advisor Manager
Builds
Mass Affluent product sales, Wealth & brokerage referral pipelines, and team performance metrics
Domain
Financial Services / Wealth Management
Required skills
Team leadership, hiring and on-boarding, coaching and mentoring, regulatory compliance, territory management, financial planning, sales strategy, partnership development, performance analysis, budget management
Preferred skills
Banking industry experience, complex product sales expertise, community business development, competitive intelligence analysis
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Responsibilities
Recruit, hire, and onboard Financial Advisors; coach and mentor FAs on Mass Affluent products and sales techniques; manage assigned territory to meet revenue and referral goals; ensure regulatory compliance for the team; develop relationships with retail and external partners; lead marketing program implementation; analyze performance and provide market insights; manage team expenditures and financial reporting.
Seniority
Senior, hands-on IC