Wealth Management/Sales Manager

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Our client, is seeking an experienced Wealth Management/Sales Leader to lead and manage the Financial Planning & Sales team. This role oversees daily operations, improves workflow and productivity, and collaborates with the CEO to enhance planning strategies and processes.

Benefits and Compensation

• Competitive base salary, $125-150k.
• Performance-based quarterly bonuses, potential ranging from $20K – $50K.
• Potential for future compensation opportunities, including PSOs, NQDC, and others.
• Health, Dental, and Vision Insurance.
• PTO
• 401k w/Match

Responsibilities and Qualifications

• Series 65 or Series 66 license required
• 5-10+ years of experience in the financial planning industry
• 3-5+ years of experience in a leadership or sales management role
• CFP Preferred, but not required
• Provide leadership and strategic direction
• Manage and develop team members to maintain consistent high performance and quality in all tasks
• Act as a liaison between the financial planning team and other business departments, facilitating effective communication and collaboration
• Generate and present performance reports and metrics to senior leadership
• Identify and implement opportunities for process improvements, operational efficiencies, and technology enhancements to boost productivity
• Collaborate with key stakeholders to drive process changes and achieve desired outcomes
• Offer guidance and support to team members in handling complex client situations, providing solutions to meet client needs effectively
• Strong leadership skills, with an ability to build and nurture high-performing teams, foster a culture of excellence, and achieve measurable results.

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

JOB ID: 143325

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Melisa Zucaro

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