3 дня назад
Market Director (Financial Services)
145 000 - 211 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Market Director (Financial Services): Leading talent attraction, financial advisor development, and market growth across the Lincoln and Omaha markets with an accent on recruiting, advisor onboarding, purpose-based financial advice, and community relationships. Focus on coaching advisor practices, managing matrix partnerships, building succession pipelines, and driving sales performance through Thrivent’s advice tools and field collaboration.
Location: Lincoln and Omaha, United States; flexibility to travel within the area, including overnight travel, up to 50%, and conduct business during evening hours.
Total compensation: $145,000–$211,000 per year, consisting of base pay, bonuses, and incentives.
Company
provides financial advice and services focused on helping clients manage money and live balanced, purpose-driven lives.
What you will do
- Build and execute recruiting plans to attract, select, onboard, and retain financial advisors and future team leaders.
- Maintain talent pipelines through advisor referrals, community relationships, and collaboration with channel stakeholders.
- Support new financial advisors during their first year and help advisors develop and execute business plans.
- Conduct joint field work, observe advisor practices, provide feedback, and assist with case consultation and delivery.
- Coach advisors on ’s Financial Advice Process, Salesforce, MoneyGuidePro, the Planning Platform, and related tools.
- Develop market culture, learning opportunities, succession efforts, and collaboration across matrix partners.
Requirements
- Five or more years of financial services experience, preferably including attracting and hiring new talent.
- Demonstrated success attracting, selecting, developing, and hiring financial advisors, including advisors on teams.
- Experience leading groups, presenting, and facilitating concepts that support financial advisor success.
- Track record of solid sales results and providing holistic, purpose-based advice.
- FINRA Series 7 and Series 63/65 or 66 required, or obtainable within 90 days.
- State insurance and securities licenses and appointments are required for the states in which assigned advisors conduct business; a satisfactory background check, clean compliance record, own vehicle, and willingness to perform joint field work are also required.
Culture & Benefits
- Medical, dental, and vision insurance, plus health savings and flexible spending accounts.
- 401(k), pension, life insurance, disability insurance, and supplemental protection insurance.
- Twenty days of paid time off annually, sick and safe time, and 10 paid company holidays.
- Paid parental leave, volunteer time off, employee assistance, and well-being benefits.
- Compensation may include annual or long-term incentive bonuses.
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