The Director, Advisor Solutions Group sells company products to larger or more complex accounts through assigned intermediaries and manages assigned territory accounts. The role builds client relationships through investment reviews, discussions of investment strategies, and responsive service. It develops sales programs and strategies, supports intermediary sales opportunities through training seminars, identifies new opportunities and product launches, and provides clients with technical investment information informed by competitive industry trends. The position may oversee internal wholesaler work in the assigned channel when appropriate and includes coaching and mentoring lower-level staff. The position requires at least two years of field experience in financial services, a bachelor’s degree or equivalent, and SIE, Series 6, 7, and 63 licenses. The salary range is $90,000–$100,000, and the position may be eligible for an annual discretionary bonus. The role is hybrid and offers eligible employees a comprehensive total rewards package. The posting states that the position will be open through November 30, 2026.
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Job Type
Full-time
Career Level
Director