4 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): Growing Thrivent’s local markets by attracting, launching, and developing financial advisors while expanding community relationships and client reach with an accent on advisor recruitment, practice development, and purpose-based financial advice. Focus on coaching advisors, coordinating matrix partners, supporting succession and teaming efforts, and managing market culture and performance across Cincinnati and Lexington.
Location: Cincinnati, OH and Lexington, KY; travel within the area may reach 50% and can include overnight travel and evening business hours.
Total compensation: $145,000–$211,000 per year, including base, bonus, and incentives.
Company
provides financial advice and services focused on helping people manage money and live balanced, generous lives.
What you will do
- Build and manage recruiting pipelines for financial advisors and other market roles through professional and community relationships.
- Interview, assess, license, onboard, and retain financial advisor talent in collaboration with matrix partners.
- Coach new and established advisors on ’s Financial Advice Process, business planning, sales execution, and client service.
- Conduct joint field work, observe advisor practices, provide feedback, and support case consultation and delivery.
- Develop local market culture, learning opportunities, succession efforts, and connections between new and experienced advisors.
- Coordinate matrix partners, community engagement, marketing, operational resources, and market budgets to support growth.
Requirements
- Five or more years of financial services experience, preferably attracting and hiring new talent.
- Demonstrated success attracting, selecting, developing, and hiring financial advisors, including advisors working on teams.
- Experience leading groups, presenting, facilitating, and delivering solid sales results through purpose-based advice.
- Experience with ’s Financial Advice Process, Salesforce, MoneyGuidePro, Planning Platform, and related advice tools.
- FINRA Series 7 and Series 63/65 or 66 required, or obtainable within 90 days; required state insurance and securities licenses must also be held or obtained within 90 days.
- Satisfactory background check, clean compliance record, reliable performance history, willingness to conduct joint field work, and access to a personal vehicle for business use.
Culture & Benefits
- Benefits may include medical, dental, and vision insurance, health savings and flexible spending accounts.
- 401(k), pension, life and accidental death and dismemberment insurance, disability insurance, and supplemental protection insurance may be offered.
- Twenty days of paid time off, Sick and Safe Time, ten paid company holidays, Volunteer Time Off, and paid parental leave.
- Additional well-being benefits, employee assistance programs, bonuses, and incentive programs may be available.
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