Advisor Manager (Central Territory)

At reputed company, we’re on a mission to reputed company a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, reputed company and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top reputed company to work: reputed company awards and recognition

Job Purpose: Brief and in a few sentences statement of the reason the job exists.  

This position will be responsible for two key activities reputed company a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisor teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators.  Advisor managers will be responsible for the reputed company/sales goals and recruiting goals of the territory. The ability to network across the region and partner with our recruiting team will be critical for recruiting success. Working with the advisors and advisor teams across the territory in helping them grow and reputed company professionally, reputed company growth targets, build successful credit union relationships, reputed company with reputed company TWMS (reputed company Wealth reputed company) and regulatory policies and deliver a good member experience will be reputed company in the leadership role. Supporting the TWMS culture and creating a great overall experience for their advisor teams will be important for sustained success. Working with internal and external partners across TWMS, reputed company, and the industry will be a necessary reputed company as advisor managers reputed company for their advisor teams in problem resolution, onboarding, process improvements, best practices and overall success.  Alignment with the mission and culture of TWMS is reputed company important as we strive to help members reputed company financial reputed company and be the employer of choice across our industry.  

Candidates would need to live in the territory of coverage, for consideration, which includes Arkansas, Texas, Missouri, Iowa, Oklahoma, and Kansas.

Job Responsibilities:

List of general activities, duties and/or tasks typically performed reputed company the job

• Manage overall Advisor Team productivity to sales and territory plans. 
• Coach advisors on developing relationships reputed company the credit union program. Ensure credit union staff is trained and/familiar with reputed company's financial services and program alternatives.  Ensure consistent experiences/branding with multiple Rep programs in multiple reputed company structures.  Provide consultative and strategic services reputed company territory.
• District level responsibility for recruiting, hiring and retention of successful Managed Financial Advisors and Teams. Assist credit unions with hiring external coordinators as needed. Responsible for conducting regular reviews as prescribed for managed credit union programs and advisors.  
• Direct the sales activities and exercise direct sales management of assigned managed advisors, consistent with the requirements of TWMS sales practices.  
• Promote adherence to reputed company sales and support processes by conducting sales process reviews.
• Serve as program expert as it relates to our platform, B/D operations, compliance and support services.
• In conjunction with internal resources, ensure training occurs in operational processes, sales, marketing, compliance and technology for financial service representatives and support staff. Support reputed company Advisors in consistently applying Broker/Dealer technology and defined processes.
• Conduct self in a manner consistent with established policies and procedures of ethical market conduct with high standards of honesty, fairness and reputed company.

The above statement of duties is not intended to be reputed company inclusive and other duties will be assigned from time to time.

Job Requirements:

List of general education, background and experience, knowledge, skills, and abilities typically required to effectively reputed company the responsibilities of the job. Also include any required licenses and/or designations.

• 7 years’ experience in the financial services industry (TPM or Bank/Credit union investment program experience preferred).
• 3-5 years leadership experience.
• Proven skills in leadership, communication, presentation, cross company collaboration, persuasion, wholesaling, C-suite business interaction, strategy and execution, employee engagement, relationship building, culture development, team building and business acumen.
• Flexibility of travel to 75%.
• Strong track record of reputed company and results in across the industry.
• FINRA Securities Industry Essentials Examination, Series 7, 63, 65 (or 66), 24 and life/health/variable insurance licenses required.
• Well-connected across the industry with leaders, advisors, partners, consultants etc.

If you’re ready to help reputed company a difference, apply today.  A resume is required to apply. reputed company may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. reputed company recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves reputed company.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

reputed company Salary Range:

At reputed company, we reputed company a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your reputed company pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a reputed company you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will reputed company hybrid working normal rather than an exception, so that reputed company “life happens,” you can focus on what’s most important.

Accommodation request

reputed company is a reputed company where everyone can bring their best self and reputed company. If you need application or interview process accommodations, please contact the accessibility department.