The role involves driving wealth management product growth by building relationships with advisors and executing territory business plans. You will provide thought leadership, conduct training, and leverage sales analytics to improve advisor engagement and business outcomes.
The role involves driving growth for the franchise advisor platform by recruiting experienced advisors and implementing strategic coaching programs. You will also lead territory business planning, manage P&L financials, and ensure compliance with brand and regulatory standards.
The Regional Sales Manager is responsible for coaching advisors to drive business growth through net client acquisition, net flows, and effective practice management. They will partner with field leaders to deliver training, analyze performance data, and implement growth strategies across their assigned territory.
The Sales Specialist will partner with financial advisors to drive sales of ETF products across various distribution channels. They are responsible for delivering product knowledge, conducting competitor analysis, and maintaining strong client relationships.
Manage the advisor recruiting pipeline by implementing best practices and maintaining accurate candidate records. Build strong partnerships with corporate partners and field leaders to achieve recruiting goals while promoting the company's value proposition.
The paraplanner will assist financial advisors with client service, financial planning workflows, and the preparation of preliminary financial recommendations. They are also responsible for maintaining client management systems, coordinating client meetings, and ensuring compliance with regulatory requirements.
