Financial Advisor

Financial Advisor Business Leader / Wealth Management Team Lead

Six Figure Base Salary + Team Based Production Bonus + Full Benefits

Northbrook, IL

Full-time, In-person

Job Description

As a Business Manager, you'll be a vital contributor to a Financial Advisor team, playing a key role in developing and executing strategies to meet business plan goals and metrics. You'll help manage the team's business plan and financials, tracking progress against quantifiable goals and ensuring daily activities align with practice objectives. This role involves coordinating team assignments, projects, and key initiatives, as well as overseeing the execution of the team's client service strategy.

Key responsibilities include :

• Developing and implementing business strategies to achieve team goals and metrics.
• Managing the team's business plan and practice financials.
• Tracking and reporting on progress against business and activity goals.
• Ensuring daily team activities align with practice metrics and objectives.
• Coordinating team assignments, projects, and key initiatives.
• Overseeing the execution of the team's client service strategy.
• Applying thorough knowledge of Wealth Management products and services.
• Utilizing working knowledge of general bank policies, programs, and financial / accounting practices.

Requirements

Qualifications

To be minimally qualified for this role, you must possess :

Skills