More jobs:
FINRA Licensed Senior Manager
Job in
Allentown, Lehigh County, Pennsylvania, 18103, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Management
Wealth Management, Financial Manager -
Finance & Banking
Wealth Management, Financial Manager
Job Description & How to Apply Below
Key Responsibilities Manage a team of Senior Consultants providing personalized retirement guidance and fiduciary advice Monitor performance in areas such as managed account enrollment and participant satisfaction Collaborate with internal partners to ensure alignment of staffing and business goals
Required Qualifications Bachelor's degree or equivalent work experience FINRA Series 7, 24, and 66 required (Series 9/10 acceptable substitute for 24) 4+ years of experience in financial services or retirement planning 2+ years of experience in people leadership or team coaching preferred Strong understanding of retirement planning tools and investment concepts
Position Requirements
10+ Years
work experience
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