Demo

Market Manager

Financial Recruiters International
San Diego, CA Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 6/2/2025

Market Leader – Wealth Management

Location : San Diego, CA (Preferred) or Phoenix, AZ

We seek a dynamic and results-driven Market Leader to oversee and grow our wealth management business in California and Arizona . This role is ideal for a seasoned financial professional with deep expertise in the California wealth market, a strong background in advisory services, and a proven track record in leadership and team development.

This is a full-time, in-office role (5 days per week) with potential for relocation assistance. The Market Leader will play a key role in shaping the future of our firm and could be positioned as a successor to a senior executive within the organization.

Key Responsibilities :

  • Lead and manage a team of six financial advisors (three in Phoenix, three in California).
  • Drive recruitment, development, and performance management of advisors.
  • Act as a key driver of business growth, client retention, and market expansion.
  • Serve as a hands-on leader , actively engaging in client calls, business development, and relationship management.
  • Navigate and adapt to organizational change, ensuring stability and growth in evolving market conditions.
  • Maintain full profit and loss (P&L) responsibility for the region.
  • Foster a culture of coaching and continuous development within the team.

Ideal Candidate Profile :

  • 12–15 years of experience in wealth management, with a blend of direct advisory and management experience .
  • Deep understanding of the California wealth market and ability to drive business growth in the region.
  • Strong leadership skills with a passion for talent development and coaching.
  • A hands-on, execution-oriented leader who thrives in a fast-paced, high-accountability environment .
  • Ability to navigate and lead through change effectively.
  • Holds FINRA licenses (Series 7 & 66 required; 9 / 10 or 24 preferred) .
  • CFA or CFP certification preferred .
  • This is an exciting opportunity for a high-impact leader to take ownership of a thriving market and build a legacy of excellence. If you are a strategic leader, relationship builder, and results-oriented professional , we encourage you to apply.

    How to Apply :

    Interested candidates should submit their resume and cover letter. Confidential inquiries are welcome. Email Adrian@FinancialRecruitersInt.com or call 314-720-1997.

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