Advice Manager
Owings Mills, Maryland, United States of America
Full Time
3 weeks ago
$104,000 - $163,000 USD
No Visa Sponsorship
Key skills
LeadershipSales
About this role
Role Overview
- Provide leadership to associates responsible for developing relationships with high-net-worth clients
- Perform thorough analysis of client’s financial situations using a consultative approach
- Coach and develop financial advisors to ensure high quality and compliant client engagements
- Support strategic initiatives that support overall advice growth strategy
- Attract and retain high-value clients through ongoing relationship management
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 5+ years of total relevant work experience (preferably in advisory, sales, or relationship management capacity)
- FINRA Licenses 7, 66, & 24
- CFP achieved within 2 years of hire
- MBA or Graduate Degree in Business (preferred)
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits