Senior Managing Director

Seeking a proven financial advisor for a strategic Senior Managing Director role, responsible for building and leading a team of experienced financial advisors, continuing personal client work, and helping shape the future growth of the firm.

Requirements

• Minimum of 3 years of experience in financial services with a growing personal practice
• Active Life and Health License required
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
• Demonstrated success in client development, planning, and relationship management
• Leadership ability with a strong interest in mentoring and building high-performing teams
• Business-driven mindset with a long-term vision for growth
• Must be authorized to work in the United States

Benefits

• Top-tier health coverage
• 401(k) retirement plan with company match
• Life and disability insurance
• Employee wellness programs
• Mental health resources