What are the responsibilities and job description for the Results-Oriented Wealth Management Executive position at Capitol Securities Management Inc.?
Why Work with Us
Capitol Securities Management, Inc. offers a dynamic and challenging work environment, opportunities for career growth and development, and a competitive compensation package.
Job Summary
We are seeking an experienced and skilled Producing Manager to join our team in Richmond (Glen Allen), VA office. As a Producing Manager, you will be responsible for leading our financial advisory team, building strong client relationships, and driving business growth.
Key Responsibilities:
- Client Acquisition and Relationship Management: Develop and implement strategies to attract and retain high-value clients.
- Conduct regular reviews and updates of client portfolios based on market conditions and client goals.
- Lead and motivate the financial advisory team to achieve exceptional client service and business growth.
Requirements:
- 10 years of experience as a financial advisor with a proven track record of growing business.
- Strong understanding of investment strategies, financial planning principles, tax laws, and market dynamics.
- Exceptional communication and leadership skills.
