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All Waddell & Reed, Inc. jobs
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- Recent College Graduate?
Align your degree with a career
at Waddell & Reed - Changing Careers?
Capitalize on your unique professional experiences in a career at Waddell & Reed - Experienced Financial Advisor?
We'll invest in your independence and offer personal support you won't find elsewhere - Management Opportunities
Make an impact as a valued leader and professional coach - About Waddell & Reed
Founded in 1937 Waddell & Reed is one of the most enduring financial services firms in the US
- Company:
Waddell & Reed, Inc. - Location:
Waukesha, WI 53188 - Job Category:
Accounting/Finance/Insurance - Industry
Financial Services
District Manager - Waukesha, WI
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Sales Management Opportunity
We are only as successful as our field leadership and, as such, are seeking a talented and experienced sales manager with a solid track record of success to lead an established team of advisors in our Waukesha, WI location.
Requirements:
- Demonstrated track record of success as a Sales Manager in the Financial Services Industry.
- Minimum of 2 years sales experience in the investment, insurance and/or financial planning arena.
- Minimum of 1 year financial services sales management experience, including recruiting and developing advisors.
- Series 7, Life & Health License
- Demonstrated leadership skills and documented pattern of success.
- Effective communication skills.
- Adherence to all compliance regulations and directives.
- Commitment to a financial planning philosophy and superior client service.
Primary Duties and Responsibilities:
- Provide leadership to the division thereby ensuring growth in sales, number of financial advisors, new client acquisition, assets under management and advisor productivity.
- Target, recruit, select and license new advisors.
- Provide professional development and leadership to advisors and staff.
- Increase sales volume.
- Increase number of new clients and assets under management (AUM).
- Support compliance practices in accordance with FINRA and corporate supervisory procedures.
- Support corporate initiatives as defined by company management.
If you are interested in joining a firm with an unmatched advisor-focused and client-centered culture, we invite you to contact us today.
