Managing Director - Principal Financial Network (Sioux Falls)
Core
Leads and consults with financial professionals to help them build skills and grow their practice; develops a profitable business center by attracting, training, motivating, and retaining advisors.
Role type
Senior management (Managing Director)
Builds
Profitable business centers and advisor teams
Domain
Financial services / Insurance / Securities
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery (business center growth and advisor retention)
Required skills
Recruiting experienced financial advisors, sales techniques, knowledge of insurance and securities regulations, oral and written communication, presentation skills, team leadership and supervision, community relations
Preferred skills
Recruiting of experienced financial advisors, Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP), Chartered Leadership Fellow (CLF)
Technologies
Series 7, Series 63, Series 24, Series 65, Series 66
Responsibilities
Attract and develop top-tier talent, train and retain advisors, achieve goals in recruiting, retention, production, persistency, business conduct, and expense management, develop and maintain community relations
Seniority
Senior, hands-on IC with management oversight