Offer summary
Qualifications:
Master's Degree preferred, Bachelor's Degree in Economics, Finance, or Business required, Series 7 required, 5+ years in a similar role, CFP or CIMA certification preferred.
Key responsabilities:
- Drive sales strategy and financial planning adoption regionally
- Educate on fee-based business benefits and advisory technology
- Introduce appropriate investment managers for client needs
- Manage sales strategy and pipeline with internal partners
- Review regional reports and schedule individual meetings