Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $182,400 per year
- Opportunity for performance-based bonuses and sales incentives
- Flexible Time Off (FTO) program for work-life balance
- Remote work position providing flexibility and convenience
- Commitment to employee growth with support for obtaining financial certifications like ChFC or CFP
- Join a purpose-led firm with a mission to make financial security accessible to all

What to Expect (Job Responsibilities):
- Lead and manage a team of Investment Advisor Representatives focused on Retirement Readiness and Financial Wellness
- Build and maintain strategic partnerships with plan sponsors, consultants, and relationship managers
- Leverage data to inform business decisions and set priorities within a regulated environment
- Provide mentorship and clear direction to internal partners to achieve department and company goals
- Ensure compliance with industry regulations and company standards

What is Required (Qualifications):
- Bachelor’s degree or equivalent experience
- 8+ years of experience in a sales or service role within financial services
- Required FINRA Series 7, Series 63, and Series 24 registrations immediately upon employment
- Ability to obtain FINRA Series 65 or 66 licenses within 90 days
- Strong written and verbal communication skills

How to Stand Out (Preferred Qualifications):
- Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) designation
- Experience in data analysis and financial planning
- Extensive knowledge of industry competitors and their product offerings
- Proven ability to mentor and influence team members effectively

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