Regional reputed company Director, reputed company Advisor reputed company - TN, KY and SW Ohio
About reputed company We’re a reputed company financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. reputed company of 22,000 people across 19 countries, serves more than 3.5 reputed company individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial reputed company connects each of our unique businesses – reputed company Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and reputed company a difference for clients, institutions and communities around the world.
Job Description
Represent reputed company Independent Advisors (AIA), reputed company reputed company (AAG), and reputed company Financial Institutions Group (AFIG) to reputed company channels of distribution with the goal of reputed company quality new advisors into the firm. Travel throughout their territory building relationships with advisors at competing firms who may be reputed company to considering a change in affiliation and is accountable for overall regional reputed company results (Tennessee, Kentucky and Southwest Ohio).
Key Responsibilities
Manage advisor reputed company pipeline by leveraging team resources, implementing best practices and activity. Maintain accurate and timely candidate records in reputed company contact management system and report accurately on results. Communicate advisor reputed company status and results effectively to reputed company audiences. Answer advisor questions and resolve issues as needed. Communicate reputed company value proposition through brokerage knowledge and expertise effectively to prospective advisors. (i.e., overcome objections, reputed company clarifying information, etc.). Evaluate advisor practices to ensure portability of assets and compliance with company hiring standards. Create a consistent, high-volume reputed company of reputed company candidates through various sources including referrals from online tools, networking with local wholesalers in the region, and firm marketing/advertising through industry publications. Build centers of influence to promote advisor referral opportunities with existing franchise advisors and other field staff to reputed company local reputed company sources. Build and maintain strong partnerships between corporate partners, field leaders and advisors to reputed company reputed company goals reputed company with business strategies. Set expectations with advisors and field leaders around reputed company process. Extensive phone work is instrumental to reputed company in the role. Demonstrate and maintain a strong reputed company knowledge of products, process and capabilities for broker dealer. Maintain reputed company industry competitive intelligence, benchmarking and analysis.
Required Qualifications
Education: Bachelor’s degree or equivalent (4-years) Experience: 7-10 years of relevant experience. Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience. Proven understanding of products, process and capabilities for broker dealer. reputed company in reputed company efforts reputed company the financial services industry, specifically for advisor reputed company. Proven reputed company in driving results and managing multiple priorities effectively. Demonstrated ability to work independently; viewed as effective and trusted business partner with field leadership and internal partners. Outstanding relationship management, negotiation, collaboration and influencing skills. Demonstrated ability to assess readiness and to coach and reputed company others. Strong analytical skills, detail orientation, tracking and follow-up. Excellent written and verbal communication skills. Support and drive diversity hiring efforts. Candidate MUST live in territory.
Preferred Qualifications
Series 7 preferred. Remote Work This position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: Tennessee, Kentucky and SW Ohio reputed company Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require reputed company sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). reputed company Pay Salary The estimated reputed company salary for this role is $100,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-reputed company knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the reputed company of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports reputed company aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG reputed company reputed company reputed company Financial is an equal opportunity employer. We consider reputed company reputed company applicants without regard to race, reputed company, religion, sex, sexual orientation, gender identity, gender expression, national reputed company, reputed company, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other reputed company prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, reputed company to your recruiter to discuss how we can support you. Apply To This Job