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Senior Wealth Advisor Team Lead
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$150
Full-time
- Senior Wealth Advisor Team Lead page is loaded
- This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor.
- Oversee Wealth Advisor pipelines, sales and activities, inclusive of client, prospect, COI (center of influence), pre and post-calls, relationship reviews and sales coaching and team sales coaching programs to ensure goals are met.
- Oversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model that delivers integrated, holistic wealth management advice to current and prospective clients.
- Develop and maintain a pipeline of Wealth Advisor talent to support continued growth of the business.
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