Manager, Virtual Advice
Core
Lead a team of 10-15 nationally licensed financial advisors to drive team revenue of $1.5M+ annually and manage retention for 800k clients across all 50 states via phone, screen share, and video.
Role type
Manager, Virtual Advice (Financial Services)
Builds
Financial advice services and sales outcomes for clients
Domain
Financial Planning / Insurance / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory experience, team leadership (8+ direct reports), consultative sales (Integrity Selling), regulatory compliance (FINRA Series 7/63/65/66, Life/Health licenses), change management, budget management
Preferred skills
CFP/ChFC/CLU designation, Salesforce, Money Guide Pro, virtual sales experience
Responsibilities
Drive team revenue targets, coach advisors on consultative sales and professional development, conduct hiring and onboarding, partner on quarterly business planning, improve sales processes and client experience, lead cultural initiatives
Seniority
Manager, hands-on leadership