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Senior Manager - Financial Advisor Wellness Team

Company: VirtualVocations
Location: Lincolnwood
Posted on: June 10, 2024

Job Description:

A company is looking for a Senior Manager - Financial Advisor Wellness Team.



Key Responsibilities:

Grow and develop a team of Financial Advisors focused on a broad range of financial topics
Develop and monitor interaction and advisory standards to enhance customer relationships
Create a top-performing call center environment to meet department goals


Required Qualifications:

FINRA Series 7, 24, 63 and 65/66 registrations
5 years of asset growth experience in a remote call center environment or managing financial advisors
CSA (Certified Senior Advisor) designation
Degree preferred
Experience leading a team of Advisors in a remote work environment

Keywords: VirtualVocations, Chicago , Senior Manager - Financial Advisor Wellness Team, Executive , Lincolnwood, Illinois

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