Market Director (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Market Director (Finance): Driving regional growth through the recruitment, onboarding, and development of financial advisor teams with an accent on community engagement and brand awareness. Focus on coaching advisors on financial planning processes, managing market performance, and fostering a culture of excellence within the local market.
Location: Must be based in the US, with up to 50% travel required within the assigned area.
Compensation: $145,000–$211,000 per year (base, bonus, and incentives).
Company
is a financial services organization dedicated to helping people be wise with money and live balanced, generous lives.
What you will do
- Build and execute recruitment plans to attract and retain high-quality financial advisor talent.
- Coach and mentor new financial advisors on the Financial Advice Process and business planning.
- Collaborate with matrix partners to support advisor growth and market capacity objectives.
- Monitor market performance, manage budgets, and ensure a culture of excellence.
- Conduct joint field work to observe, provide feedback, and assist with case consultations.
- Strengthen local community relationships and brand presence to expand the client base.
Requirements
- 5+ years of experience in the financial services industry with a track record of recruiting and developing talent.
- Bilingual proficiency in English and Spanish required for the LA market.
- FINRA Series 7, 63/65 or 66 licenses (or ability to obtain within 90 days).
- State insurance licenses for life, health, and variable lines (or ability to obtain within 90 days).
- Ability to travel up to 50% of the time and conduct business during evening hours.
- Must possess a valid driver's license and own vehicle for business use.
Culture & Benefits
- Comprehensive medical, dental, and vision insurance.
- Retirement planning via 401k and pension programs.
- 20 days of Paid Time Off (PTO) annually plus 10 paid holidays.
- Paid parental leave and volunteer time off.
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
- Supportive environment focused on professional development and balanced living.
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