Affinity Financial Wealth Strategies Leader

Make a meaningful impact as Affinity's Wealth Strategies Team Lead, guiding financial professionals in a cooperative that values community support. This leadership role emphasizes coaching, strategy, and exceptional member service.

In this position, you will manage a team dedicated to enhancing the financial security of Affinity's members. Your responsibilities include overseeing compliance functions, providing direction for mutual funds compliance, and supporting team administration. Leverage performance metrics to expand the Wealth portfolio while collaborating with regional peers for unparalleled member service.

Key Responsibilities:

• Identify growth opportunities in the Wealth portfolio

• Lead compliance efforts for the Wealth Strategies team

• Supervise wealth strategies administrative functions

• Work across regions to enhance member service

• Coach team members towards achieving sales outcomes

Requirements:

• Degree or diploma in related field; 5 years experience

• CFP or PFP designation required

• Sales expertise in financial planning

• Ability to effectively coach and guide staff

• Understanding of compliance and financial operations

Shape financial futures with Affinity and lead with purpose.
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