We are looking for an experienced Wealth Management Sales Leader to lead and drive the growth and daily operations of our Financial Planning & Advisory Sales team! This is an exciting opportunity for a seasoned professional with a background in financial planning and sales management to lead and shape a high-performing team. You'll have the chance to drive strategy, enhance client relationships, and play a pivotal role in the company's growth, all while enjoying a competitive salary and strong career advancement potential!

Compensation and Benefits:

• Competitive base salary to commensurate with experience.
• Performance-based quarterly bonuses, with annual potential ranging from $20K - $50K.
• Potential for future compensation opportunities, including PSOs, NQDC, and others.
• Generous Paid Time Off.
• Comprehensive health, dental, and vision insurance.
• 401(k) plan with company matching.

Key Responsibilities:

• Provide leadership and strategic direction.
• Manage and develop team members to maintain consistent high performance and quality in all tasks.
• Set clear objectives and performance benchmarks, ensuring alignment with the team and the organization’s goals, while regularly monitoring progress and offering constructive feedback.
• Act as a liaison between the financial planning team and other business departments, facilitating effective communication and collaboration.
• Generate and present performance reports and metrics to senior leadership.
• Identify and implement opportunities for process improvements, operational efficiencies, and technology enhancements to boost productivity.
• Collaborate with key stakeholders to drive process changes and achieve desired outcomes.
• Offer guidance and support to team members in handling complex client situations, providing solutions to meet client needs effectively.

Qualifications:

• Passionate about financial and retirement planning.
• 5-10+ years of experience in the financial planning industry.
• 3-5+ years of experience in a leadership or sales management role.
• Direct sales experience is a plus.
• Series 65 or Series 66 license required.
• CFP designation is a plus.
• In-depth knowledge of financial planning principles, investment products, regulatory requirements, and industry standards.
• Strong leadership and management skills, with a proven ability to build and nurture high-performing teams, foster a culture of excellence, and achieve measurable results.
• Exceptional interpersonal and communication skills, with the ability to inspire and motivate others and collaborate effectively with stakeholders at all levels.
• Proficiency in Microsoft Excel.
• Highly detail-oriented, with strong organizational skills.
• Ability to multitask and manage multiple projects and team members simultaneously.

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.   JOB ID: 143321 #post

Kristan Caceres