9 Director - Wealth Advisory (Houston, Louisiana) -- Remote | WFH Jobs in Houston, TX
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Director - Wealth Advisory (Houston, Louisiana) -- Remote | WFH
$177k-233k (estimate)
Full Time
2 Weeks Ago
Get It Recruit - Finance is Hiring a Remote Director - Wealth Advisory (Houston, Louisiana) -- Remote | WFH
About UsWe are a leading financial services firm dedicated to empowering advisors and clients alike. Our mission is to provide accessible financial security solutions tailored to meet the diverse needs of our customers.
What You'll DoAs a Sales Representative, you'll be instrumental in driving sales activities for Principal Funds Distribution across Houston, TX, and Louisiana. Your primary focus will be nurturing advisor relationships, collaborating closely with internal wholesalers, and achieving sales targets. Responsibilities include:
Equal Opportunity EmployerWe are committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status.
How To ApplyPlease submit your application through our careers portal by [insert deadline date].
Thank you for considering a career with us!
Employment Type: Full-Time
What You'll DoAs a Sales Representative, you'll be instrumental in driving sales activities for Principal Funds Distribution across Houston, TX, and Louisiana. Your primary focus will be nurturing advisor relationships, collaborating closely with internal wholesalers, and achieving sales targets. Responsibilities include:
- Developing and executing sales plans to enhance market share growth.
- Providing insights on marketing strategies, product development, and communication efforts.
- Upholding the highest standards of integrity and professionalism in all interactions.
- A Bachelor's degree or equivalent experience.
- 4 years of industry experience, with at least 2 years in sales roles.
- FINRA Series 7 and 63 certifications (required within 45 days).
- Strong knowledge of investment products and financial markets.
- Proven track record in consultative sales and advisor management.
- Excellent presentation and communication skills.
- Motivational skills and ability to work with autonomy.
- Flexibility for travel, including overnight stays.
- Advanced designations such as CFP®, CFA®, CIMA®, or CAIA® preferred.
- Competitive compensation package ranging from $300,000 to $600,000 per year.
- Flexible Time Off (FTO) program for work-life balance.
- Opportunities for career advancement based on performance and skills.
- Comprehensive benefits package including health, dental, and retirement plans.
Equal Opportunity EmployerWe are committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status.
How To ApplyPlease submit your application through our careers portal by [insert deadline date].
Thank you for considering a career with us!
Employment Type: Full-Time
Job Summary
JOB TYPE
Full Time
SALARY
$177k-233k (estimate)
POST DATE
06/06/2024
EXPIRATION DATE
07/02/2024
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