DISTRICT MANAGER

Sales Management Opportunity
Waddell and Reed

We are only as successful as our field leadership and, as such, are seeking a talented and experienced sales manager with a solid track record of success to lead an established team of advisors in our Fresno office.

Primary Duties and Responsibilities:

• Provide leadership to the division thereby ensuring growth in sales, number of financial advisors, new client acquisition, assets under management and advisor productivity.
• Target, recruit, select and license new advisors.
• Provide professional development and leadership to advisors and staff.
• Increase sales volume.
• Increase number of new clients and assets under management (AUM).
• Support compliance practices in accordance with FINRA and corporate supervisory procedures.
• Support corporate initiatives as defined by company management.

If you are interested in joining a firm with an unmatched advisor-focused and client-centered culture, we invite you to contact us today.

• Demonstrated track record of success as a Sales Manager in the Financial Services Industry.
• Minimum of 2 years sales experience in the investment, insurance and/or financial planning arena.
• Minimum of 1 year financial services sales management experience, including recruiting and developing advisors.
• Series 7, Life & Health License
• Demonstrated leadership skills and documented pattern of success.
• Effective communication skills.
• Adherence to all compliance regulations and directives.
• Commitment to a financial planning philosophy and superior client service.