Complex Director
Tucson, Nevada, United States of America
Full Time
3 weeks ago
No Visa Sponsorship
Key skills
LeadershipPresentation Skills
About this role
Role Overview
- Drive profitable multi-office growth across a defined geography
- Create business plans for profitable growth through effective management of P&L
- Implement strategies for advisor and client acquisition and retention
- Develop and execute performance improvement plans
- Recruit high-quality experienced advisors to the branch and complex
- Drive organic growth of complex and branch office key metrics
- Ensure brand standards, client service, and satisfaction are met
- Maintain a legal and compliant organization
Requirements
- Bachelor’s degree or equivalent (4-years)
- Experience: 7-10 years of relevant experience
- Active FINRA Series 7
- Active FINRA Series 24, or S9/10
- Active State Securities Agent Registration (S63 or S66)
- Active IAR Registration (S65 or S66)
- Active Life and Variable Contracts insurance licenses
- Self-driven and achievement oriented
- Strong presentation skills and executive presence
- P&L expense management
- Proven leadership skills
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development