Managing Director - Principal Financial Network (Charlotte)
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 Individual Contributor (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
Required skills
Recruiting experienced financial advisors, Sales techniques, Insurance and securities sales regulations, Team leadership and supervision, Business center management, Community relations
Preferred skills
CLU/ChFC, CFP, CLF designations, Recruiting of experienced financial advisors
Technologies
Series 7, Series 63, Series 24, Series 65, Series 66
Responsibilities
Attract, train, motivate, and retain advisors; Achieve goals in recruiting, retention, production, persistency, business conduct, and expense management; Develop and maintain community relations; Recruit, select, train, lead, manage, and supervise a diverse group of producers
Seniority
Senior, hands-on IC