Licensed Financial Sales Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

Apogee Financial Partners · 3 weeks ago

Licensed Financial Sales Manager

Apogee Financial Partners is positioned for rapid expansion and is seeking a high-performing Licensed Financial Sales Manager to lead and scale a team of financial professionals. This role is ideal for an experienced advisor with a strong track record in production and leadership who wants a clear path to growth and greater rewards for developing others.

Financial Services

Responsibilities

Recruit, develop, and lead a team of financial professionals
Mentor advisors on holistic planning and revenue growth
Strategically drive team performance through coaching and accountability
Grow your own client base while earning competitive overrides and leadership compensation
Play a key role in building a scalable advisory organization within a nationally recognized firm

Qualification

Financial services experienceCoaching advisorsLeadership experienceSeries 7 certificationSeries 66 certificationTeam buildingClient base growthMentoring skills

Required

Minimum five years of experience in financial services or wealth management
Proven success in leading and coaching advisors or producers
Enterprising spirit and passion for developing talent
A desire to build a legacy and elevate your leadership career

Preferred

Active Series 7 and 66

Benefits

Full medical benefits
401(k)

Company

Apogee Financial Partners

twittertwitter
company-logo
Apogee Financial Partners, formerly National Financial Services Group, is a values-based, comprehensive financial services firm that has built a solid reputation for excellence in service and enduring client relationships.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Michael E. Robinson, ChFC
Financial Services Professional at Apogee Financial Partners
linkedin
Company data provided by crunchbase