Managing Director & Lead Financial Advisor
New
Remote / Hybrid (U.S.)Full-TimeDirector
Salary$225,000+ to $500,000+
Apply NowOpens the employer's application page
Job Details
- Experience
- Minimum 10 years of Financial Advisory experience
- Required Skills
- Client relationship management
Requirements
- Active Series 7 License
- Active Series 66 License (or equivalent)
- Active Life & Health Insurance License
- Minimum 10 years of Financial Advisory experience
- Strong retirement planning and client relationship management experience
- Experience working with affluent and pre-retiree clients
- CFP®, RICP®, ChFC®, or equivalent professional designation preferred
- Federal retirement planning experience preferred
- Advisor leadership experience preferred
- Experience coaching or mentoring advisors preferred
- Series 24 License preferred
- Independent Broker-Dealer or Hybrid RIA experience preferred
Responsibilities
- Serve as the Lead Financial Advisor for the division.
- Conduct retirement planning consultations with qualified prospects.
- Convert appointment-generated opportunities into long-term client relationships.
- Mentor and coach Financial Advisors.
- Provide case design support and planning guidance.
- Assist with advisor onboarding and development.
- Participate in strategic growth initiatives.
- Help build a national retirement planning platform.
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