4 дня назад
Franchise Field Vice President (Financial Services)
100 000 - 122 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Franchise Field Vice President (Financial Services): Driving growth for a franchise advisor platform through experienced advisor recruitment, onboarding, coaching programs, and business planning with an accent on leadership, sales, compliance, and financial performance. Focus on building territory strategies, developing advisors and staff, managing P&L results, and ensuring regulatory and client-service standards.
Location: Remote within Texas; travel or in-person collaboration expectations will be discussed during the hiring process.
Base salary: $100,000–$122,500 per year, plus potential bonus, commissions, and/or long-term incentives.
Company
is a diversified financial services company providing financial planning, asset management, insurance, and related services to individual, small business, and institutional clients.
What you will do
- Develop and implement advisor recruitment strategies for the assigned territory.
- Lead experienced advisor acquisition and onboarding.
- Create business plans and implement growth coaching programs for franchise advisors.
- Monitor territory results and adjust programs to drive sustainable growth.
- Provide leadership, direction, and resource coordination across marketing, compliance, operations, finance, and other functions.
- Ensure compliance, brand standards, client service, and client satisfaction benchmarks are met.
Requirements
- Bachelor’s degree or equivalent and 10+ years of experience.
- Leadership, influencing, sales, coaching, and people-development skills.
- Expertise in financial services, financial planning, regulatory compliance, and P&L management.
- Series 7 and Series 24 licenses, or the ability to obtain them within 150 days.
- State securities agent registration, state IAR registration, and Life & Variable Contracts registration, or the ability to obtain them within 150 days.
- Valid U.S. work authorization without current or future visa sponsorship requirements is required.
Nice to have
- Master’s degree or equivalent.
- Experience building relationships, influencing without authority, developing people, and holding individuals accountable.
- Demonstrated success coaching advisors and acquiring new clients.
- Resilience, stress management, sound judgment, and a track record of following compliance policies.
Culture & Benefits
- Remote work within Texas.
- Pay-for-performance compensation philosophy with potential variable compensation.
- Vacation and sick time.
- 401(k) and health, dental, and life insurance benefits.
- Inclusive and accessible recruitment process with reasonable accommodations available.
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