Vice President, Wealth Management Position Available In Broward, Florida
Tallo's Job Summary: Seeking a Vice President of Wealth Management at Lend A Hand Financial in Pompano Beach, FL. Must have Series 7 & 66, Series 6 & 63, and Florida 2-15. Prefer CFP, CIMA, CFA certifications. Salary from $134,980 per year with benefits. Full-time, commission-based role with opportunities for growth and development.
Job Description
Vice President, Wealth Management Lend A Hand Financial 555 SW 12th Avenue, Pompano Beach, FL 33069 Overview We are seeking a dynamic and experienced Vice President of Wealth Management. We are an expanding RIA team with a Branch Office in Broward County. Series 7 & 66 preferred. Must have Series 6 & 63, Florida 2-15.
CFP, CIMA, CFA
also preferred. Access to our proprietary lead generation program. Large Branch office as well as Hybrid opportunity. W-2 and 1099 opportunity. Qualifications Proven experience in building and maintaining Client relationships and teams within a culture and corporate environment. Strong background in business development with a focus on generating new opportunities. Extensive knowledge of project management methodologies and best practices. Demonstrated ability to manage profit loss effectively while driving successful project outcomes. Experience in process improvement initiatives that have led to measurable results. Excellent leadership skills with the ability to inspire and motivate teams. Strong strategic planning capabilities with a focus on long-term organizational goals. Exceptional communication skills, both verbal and written, with an emphasis on stakeholder engagement.
Job Types:
Full-time, Commission Pay:
From $134,980.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Referral program Vision insurance
License/Certification:
Series 7 (Required) Series 66 (Required) Florida 2-15 (Preferred) Ability to
Commute:
Pompano Beach, FL 33069 (Required) Ability to
Relocate:
Pompano Beach, FL 33069: Relocate before starting work (Required)
Work Location:
In person