Sales Management Opportunity
We are only as successful as our field leadership and, as such, are seeking a talented and experienced sales manager with a solid track record of success to lead an established team of advisors in our Cincinnati district.
Primary Duties and Responsibilities: Provide leadership in the district/division focused on growth in revenue, sales, number of financial advisors, new client acquisition, assets under management (AUM), and assets under administration and advisor productivity.
· Target, recruit, select and launch new advisors.
· Provide coaching, mentoring and leadership to advisors and staff.
· Increase sales revenue.
· Increase number of new clients and AUM.
· Support compliance practices in accordance with FINRA and corporate supervisory procedures.
· Support corporate initiatives as defined by company management.
If you are interested in joining a firm with an unmatched advisor-focused and client-centered culture, we invite you to contact us today.
Requirements: Demonstrated success as a sales manager in the financial services industry.
· Fully licensed (Series 7, 65 or 66 and 24)
· Minimum of 3 years sales experience in the investment, insurance and/or financial planning arena.
· Minimum of 2 years financial services sales management experience, including recruiting and developing advisors.
· Demonstrated sales skills, leadership skills and documented pattern of success.
· Commitment to a relationship-building philosophy and superior client service.
· Adherence to all compliance regulations and directives.
· Effective communication skills.
This is a $110,000 plus bonus position and interested parties should
contact Rob Wright at email@example.com.
Responsibilities include direct client contact, taking clients orders and providing account and market information; maintaining files and preparing correspondence and documents for Financial Consultants and clients. The Registered Assistant will take an active role in solving operational problems, and a strong background in branch operations systems is needed for success.
Qualified candidates will be detail oriented with strong organizational and client service skills. Series 7, 63, 65 or 66 registration desired, but for right candidate can be achieved after hire, with 1-3 years of experience with the financial services industry. Good computer skills and proven ability to handle multiple tasks efficiently are also necessary.
Please submit qualified resumes
Location: Loveland, OH
Compensation: Salary $35K- $50K (depending on experience & licenses)
Hours: 8-5 M-F
Send resumes to: firstname.lastname@example.org
Buckingham Financial Group, Inc. is an established, independent wealth management firm in Dayton, Ohio providing integrated financial planning, asset management and accounting services to our clients. Our team of investment professionals includes multiple Chartered Financial Analysts (CFA®), Certified Financial Planners (CFP®) and Certified Public Accountants (CPA®).
We are currently in a position to increase our financial planning staff. Preference will be given to an individual who has already obtained CFP® certification or has passed their CFP® exam and is currently in the process of satisfying work related requirements.
The individual we seek must enjoy working with clients, critical thinking and a fast paced environment. You should also be coachable, flexible and have strong working knowledge of Microsoft Office Suite.
Responsibilities will include:
This position entails servicing existing clients, no quotas, commissions or selling are involved. This is a full time position with a pay scale between $32,000 and $42,000 (not including benefits and bonuses). Employee benefits include health, life and disability insurance, as well as a pension plan. Buckingham Financial Group is able to offer advanced training as part of our in house continuing education program.
If you feel you qualify for this position and feel as though Buckingham Financial Group would be a good fit for you, please submit a letter of interest and resume to email@example.com or mail to Buckingham Financial Group, Inc. Attn: Operations Manager, 6856 Loop Road, Dayton, OH 45459.