DIRECTOR OF WEALTH MANAGEMENT SERVICES

MISSION AND SUMMARY OF POSITION

The Wealth Management Services group is a team of credentialed professionals who provide practice development support from the 1st Global corporate office in Dallas to the firm’s nation-wide network of CPA firm financial advisory practices to help them develop wealth planning strategies for their clients in the areas of investment advisory services, insurance and annuities, retirement planning, and advanced case design strategies.

The Director of the group is a member of the Senior Management Team and helps to determine corporate strategy as it relates to sales support for our financial advisors.  The Director will positively influence sales by developing programs to assist financial advisors in building their financial services practice and through effective training and coaching of the staff who work closely with financial advisors.  The Director is responsible for developing and maintaining a culture of customer service and quality interactions within the group.  The Director must be able to provide continuous guidance and solutions to advisors through coaching and development of team.  The Director is responsible for creating, implementing and tracking marketing strategies to promote the services of the organization within the 1st Global advisor base.  In addition, the Director will identify and manage the specific features and tools/training that advisors need to promote wealth management. 



 QUALIFICATIONSCollege degree required. The ideal candidate will have proven consultative sales ability, a strong working knowledge of the financial advisory business and the retail financial and investments arena, and a proven track record in management of financial advisory teams. Must have experience with a wide range of financial products including retail brokerage, insurance, retirement plans, tax-advantaged solutions and fee-based asset management platforms. Minimum of 10 years financial advisory and management experience required. Advanced designations, such as CPA, CFP, CLU, CIMA or CFA desirable. Achievement of CFP designation will be required.

 SKILLSMust be able to communicate abstract investment and wealth management concepts over the telephone and in writing in a clear and concise manner. Must be able to build and maintain long-term relationships with 1st Global advisors. Must demonstrate evidence of excellent presentation skills, a clear understanding of the wealth management process, and an understanding of marketing financial services. Must exhibit past proficiency in promoting holistic financial planning. Must have experience in developing and / or delivering technical skills education Strong analytical skills. Strong attention to detail and ability to multi-task and prioritize jobs independently. Must have significant management skills of large teams of professionals. Must demonstrate skill in financial management and managing budgets. Must have strong computer skills, including expert proficiency in Excel and other MS Office applications. Experience with Principia Pro or Morningstar Advisor Workstation desirable. Experience with the accounting profession helpful. Tax and estate planning experience preferred.

Keywords:Director of Financial Planning, Financial Planning Manager, Supervisor of Financial Planning, Financial Planning Director, Financial Services Sales Manager, Financial Services Sales Executive, Manager of Internal Wholesaler Desk, Head of Financial Sales Support, Head of Financial Planning Department