A company is looking for a Senior Manager Financial Advisor - Advisory Services (Inbound) for a remote position.Key Responsibilities : Supervising a team of licensed Financial Advisors who discuss investing and savings options with customers on an outbound basisManaging and coordinating all aspects of designated Participant Advisory Services Team to ensure consistent high level of service is attainedIdentifying trends and recommending proactive solutions to maximize service qualityRequired Qualifications : 5 years in Financial Services industryFINRA Series 7, 63, 24, and 65 registrations5 plus years in securities industryBachelor's Degree and / or equivalent work experienceAbility to work with ambiguity in role and adjust to a rapidly growing and changing workplace environment
Carolina Puerto Rico