Managing Director - Principal Financial Network
Core
Leads and consults with financial professionals to help them build skills and grow their practice across Ohio, West Virginia, and Northern Kentucky.
Role type
Senior Managing Director (Business Development & Talent Acquisition)
Builds
Profitable business centers by attracting, training, motivating, and retaining financial advisors.
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
Develop a profitable business center, Achieve goals in recruiting and retention of advisors, Manage production, persistency, business conduct, and expense management, Recruit, select, train, lead, manage, and supervise a diverse group of producers, Develop and maintain community relations
Seniority
Senior, hands-on IC with strategic oversight