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Financial Advisory Team Manager
Location:
Davie, FL
Description:
A company is looking for a Financial Advisory Team Manager. Key Responsibilities: Leading a team of Advisors providing support in a managed account program Managing Investment Advisor Representatives and ensuring regulatory compliance Developing and implementing client service delivery processes Required Qualifications: 7 years of experience in financial services/401k benefits arena 3 years of Team Management experience in a call center environment Securities licenses such as 6 or 7 and 65 or 66 required, Series 9/10 or 24, CFP is a bonus Advanced knowledge of mutual funds and employer-sponsored retirement plans Intermediate compliance, regulatory, and legislative knowledge in investment advice
Company:
Virtualvocations
Posted:
May 17 on TopUSAJobs
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More About this Listing: Financial Advisory Team Manager
Financial Advisory Team Manager is a Executive Manager Job at Virtualvocations located in Davie FL. Find other listings like Financial Advisory Team Manager by searching Oodle for Executive Manager Jobs.
Financial Advisory Team Manager is a Executive Manager Job at Virtualvocations located in Davie FL. Find other listings like Financial Advisory Team Manager by searching Oodle for Executive Manager Jobs.