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Financial Advisory Team Manager
Location:
Davie, FL
Description:
A company is looking for a Financial Advisory Team Manager. Key Responsibilities: Leading a team of Advisors providing support in a managed account program Managing Investment Advisor Representatives and ensuring regulatory compliance Developing and implementing client service delivery processes Required Qualifications: 7 years of experience in financial services/401k benefits arena 3 years of Team Management experience in a call center environment Securities licenses such as 6 or 7 and 65 or 66 required, Series 9/10 or 24, CFP is a bonus Advanced knowledge of mutual funds and employer-sponsored retirement plans Intermediate compliance, regulatory, and legislative knowledge in investment advice
Company:
Virtualvocations
Posted:
May 17 on TopUSAJobs
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More About this Listing: Financial Advisory Team Manager
Financial Advisory Team Manager is a Business Opportunities Manager Job at Virtualvocations located in Davie FL. Find other listings like Financial Advisory Team Manager by searching Oodle for Business Opportunities Manager Jobs.
Financial Advisory Team Manager is a Business Opportunities Manager Job at Virtualvocations located in Davie FL. Find other listings like Financial Advisory Team Manager by searching Oodle for Business Opportunities Manager Jobs.