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Senior Manager - Financial Advisors

Company: VirtualVocations
Location: Roanoke
Posted on: July 9, 2024

Job Description:

A company is looking for a Senior Manager - Financial Advisors.



Key Responsibilities:

Grow and develop a team of Financial Advisors to assist customers with financial topics
Develop and monitor standards to enhance customer interaction and build lasting relationships
Create and sustain a top performing call center environment to meet department goals


Required Qualifications:

FINRA Series 7, 24, 63 and 65/66 registrations
5 years asset growth experience or managing financial advisors
CSA designation and knowledge of planning topics
Practical understanding of internal policies, product offerings, and mutual fund industry
Experience leading a team of Advisors in a remote work environment

Keywords: VirtualVocations, Roanoke , Senior Manager - Financial Advisors, Executive , Roanoke, Virginia

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