Wealth Management Associate with Leadership Ambition - PA, Bala Cynwyd (2559)

About the role

Leaders are critical to the growth of an organization. Our management platform offers the opportunity to have a significant impact and guide others towards their personal success.

Responsibilities

• Networking to discover new talent to grow your team
• Coaching from your experience and training to develop new Financial Professionals
• Collaborating with local leadership to strengthen values, mission, and vision
• Committing to personal and district goals consistent with branch and company strategy
• Ensuring compliance and brand alignment through supervisory skills
• Fostering diverse talent and enabling an inclusive work environment
• Teambuilding through culture and events

Requirements

• A four-year college degree preferred but not required
• Complete 12 months as entry-level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66, and have a developed client base
• Prioritize passing FINRA Series 24 exam before assuming leadership roles
• Draw upon past and present experiences and acquaintances to develop markets and sustain long-term relationships
• Have knowledge of our products and services
• Show high self-confidence while maintaining a team-first attitude

Qualifications

• Authorized to work in the United States

Skills

• Strong networking and relationship-building skills
• Effective coaching and mentoring abilities
• Strategic thinking and goal-setting proficiency
• Compliance and brand management expertise
• Diversity and inclusion awareness

Benefits

• Unlimited earning potential and comprehensive benefit plans sponsored by the company
• Health Plan (medical, dental, and vision insurance at company-subsidized rates)
• 401(k) Plan with company match
• Employee Stock Purchase Plan (ESPP)
• Short- and Long-Term Disability Programs
• Basic Group Life Insurance
• Work-life balance and access to a full suite of remote-work technology solutions

Pay

Unlimited earning potential and comprehensive benefit plans sponsored by the company.

Schedule

Flexible schedule to accommodate both personal and professional needs.

Benefits

• Health Plan (medical, dental, and vision insurance at company-subsidized rates)
• 401(k) Plan with company match
• Employee Stock Purchase Plan (ESPP)
• Short- and Long-Term Disability Programs
• Basic Group Life Insurance
• Work-life balance and access to a full suite of remote-work technology solutions