Vice President

What We Offer

• Continuous learning through management training, conferences, study groups, and networking
• Opportunities to develop strategic planning, coaching, and leadership skills
• An innovative culture that supports growth and change
• A holistic approach to financial planning

How will you build your business?

• Establish networks and cultivate referrals to generate a steady stream of candidates
• Engage in frontline recruiting of financial professionals
• Coach, mentor, and supervise new and existing financial professionals
• Develop and grow a production unit
• Broaden and deepen your skillset through ongoing professional development

Qualifications Required

• Series 66 and 7 license
• CFP OR ChFC and CLU designations

Preferred

• Series 24 license