Managing Director - Principal Financial Network (Tampa, FL)
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 Managing Director (Financial Services)
Builds
Profitable business centers and advisor teams
Domain
Financial Services / Insurance / Securities
Required skills
Recruiting experienced financial advisors, Sales techniques, Insurance and securities regulations knowledge, Team leadership and supervision, Community relations development, Business center management
Preferred skills
CLU/ChFC, CFP, or 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