Executive Director, Wealth Strategies Group – Wirehouse & Independent Broker-Dealers
Job in
Phenix City, Russell County, Alabama, 36868, USA
Listed on 2026-08-11
Listing for:
Jobtailor
Contract
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
- Responsible for representation of product distribution at Wirehouse and Independent Broker-Dealers within the South Region
- Act in a consultative manner with sophisticated Advisors
- Collaborating closely with Relationship Managers and marketing
- Conduct strategy training meetings at branch and regional level for advisors and regional management of partner firms
- Understand and follow the Strategy Specialist guidelines.
- Bachelor’s degree or equivalent
- Minimum 10 years financial services experience
- 5 years of sales experience preferred
- Strong technical background and familiarity in advanced investment strategies for HNW clients
- FINRA Series 7, 63 or 66 required
- Additional investment designations such as CFP and CAIA strongly preferred
- Highly motivated and a self-starter with proven leadership skills
- Proven ability to work independently with measurable results in a fast-paced environment
- Must be able to demonstrate proficiency in communicating esoteric and complex strategies
- Must be comfortable with technology.
Demonstrates expertise in advanced investment strategies for high-net-worth clients, with a strong foundation in financial services and proven leadership abilities. Proficient in communicating complex strategies and collaborating effectively with advisors and relationship managers.
Highest-signal resume keywords- Advanced Investment Strategies
- FINRA Series 7
- FINRA Series 63
- FINRA Series 66
- CFP or CAIA Designation
Hard Skills
- Financial Services Experience
- Sales Experience
- Strategy Training
- Consultative Selling
- Investment Strategy Communication
- Highly Motivated
- Self-Starter
- Leadership Skills
- Independent Work
- Fast-Paced Environment Adaptability
- FINRA Series 7
- FINRA Series 63
- FINRA Series 66
- CFP
- CAIA
- Wirehouse
- Independent Broker-Dealers
- HNW Clients
- Strategy Specialist Guidelines
- Technology Proficiency
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×