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Accountabilities:
- Lead a team of about 30 Associate Financial Planners (AFPs) to drive client acquisition and retention.
- Coach and develop AFPs to perform comprehensive financial planning analysis for clients.
- Guide AFPs in utilizing internal tools for financial planning processes.
Requirements:
- 5 years of experience in financial services sales management with a distributed team.
- Direct experience leading teams of 10 or more, including recruiting and performance management.
- Deep understanding of financial services, comprehensive financial planning, and RIAs.
Benefits:
- Competitive salary with a range of $169,900 - $216,000 based on experience and location.
- Eligibility for discretionary bonuses and benefits such as health, dental, and wellness plans.
- Collaborative and values-driven company culture.
Jobgether
Jobgether is a company using an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. They have a collaborative and values-driven company culture with opportunities for professional growth and career advancement.