Wealth Advisor Manager

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JOB DESCRIPTION

Job #: 15917
Status: Inactive / Filled
Title: Wealth Advisor Manager
Job Location: Santa Barbara, CA
Base Compensation: $100,000 — $130,000
Total Compensation: $120,000 — $160,000
Benefits: excellent
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Executive/Mid Management/Admin; Wealth Management - Personal Trust
Industries: Banking

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

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
  
Total Years of Experience: 7-8+
  
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