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  • jobs
  • 4 days ago

jobs description

Our client:

Building on over two decades of providing a pathway of freedom for customers and financial advisors, our client is a Registered Investment Advisory firm to advise advisors, as well as a financial services firm working with customers across the United States. In recent years, they have added a financial advisement brand that works hand-in-hand with the management advisement... division.

The significant growth in the Northwest Region of Arkansas – has made that an additional point of focus for their growing firm. This person will help shape and grow the Rogers, Arkansas office by leading a team that is doing outreach to career executives, small business owners, and professionals looking for a financial advisor.

Location: Rogers, AR Office

What you are responsible for:

•Manage all branch office operations including client services, compliance, human resources, and financial reporting

•Develop business plans and strategies to drive growth through client acquisition and asset gathering

•Maintain an active book of clients and meet personal production goals

•Prospect for new clients and cross-sell services to existing clients

•Conduct periodic client portfolio reviews and provide investment advice

•Recruit, train, mentor, and supervise branch staff including financial advisors

•Ensure adherence to firm policies, regulatory requirements, and the fiduciary standard

•Represent the firm in the local community through networking and marketing efforts

•Analyze branch performance metrics and implement improvements

•Oversee branch budgeting, expense management, and achievement of profit targets

Qualifications:

•Bachelor's degree in finance, economics, business or related field

•5+ years of experience as a financial advisor or portfolio manager

•Proven success in business development and revenue generation

•Strong leadership, coaching, and people management skills

•In-depth knowledge of investment products, strategies, and financial planning

•Excellent client service, communication, and presentation abilities

•Series 65 or 66 license

•Proficiency with CRM, portfolio management, and Microsoft Office software

Salary: $75,000-100,000 base + commission

Benefits: 100% employee health paid, 2 weeks vacation, 401k w/3.5 match, cafeteria-style benefits available.

Match Point Recruiting is an executive recruiting firm in Bentonville, Arkansas
Rogers AR United States

salary-criteria

Apply - Financial Advisor/Branch Manager Rogers