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Job Details

Wealth Advisor Manager

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JOB DESCRIPTION
Job #: 15917
Status: Inactive / Filled
Title: Wealth Advisor Manager
Job Location: CA-Santa Barbara
West Coast/Northwest (CA, OR, WA, AK & HI)
Job Categories: Wealth Management - Executive/Mid Management/Admin; Wealth Management - Personal Trust
Industries: Banking
Base Compensation:
Low: $100,000       High: $130,000
Total Compensation:
Low: $120,000       High: $160,000
Bonus, Incentives, etc.: yes
Benefits: excellent
Overnight Travel: Up to 25%
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
 
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!
 
Job Description:
- 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
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: 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
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 7-8+
 
Years of Experience in Present Position: 1-2+
 
First Name:
Last Name:
E-mail Address:

 

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