Wealth Advisor Manager
This closed position was filled. Check out our Jobs Search Page for our current open positions similar to this one.
|Status:||Inactive / Filled|
|Title:||Wealth Advisor Manager|
|Job Location:||Santa Barbara, CA|
|Base Compensation:||$100,000 — $130,000|
|Total Compensation:||$120,000 — $160,000|
|Is Employer Willing to Relocate?:||No|
|Employment Type:||Full Time / Direct Hire|
|Job Categories:||Wealth Management - Executive/Mid Management/Admin; Wealth Management - Personal Trust|
WHY IS THIS A GREAT OPPORTUNITY?
|Exciting opportunity to join a fast-growing California community bank in a new role as they expand the wealth management group!|
|- Provide leadership, development and management of new business to Wealth Advisors, assisting team to develop strategies to increase new business and strengthen existing relationships - Oversee preparation and perform analysis of business reporting (i.e. pipeline, referral tracking, sold accounts, etc.) to senior management and assigned committees|
|Bachelor’s Degree in Business or Finance preferred with minimum 10 years sales management experience in personal trust, investment or financial products - 5 years experience developing and executing sales marketing strategies - Prior supervisory experience required - Full knowledge of wealth management services - Certified Financial Planner designation or willingness to acquire within first year of employment and use of Financial Planning software|
|Total Years of Experience:||7-8+|