Senior Manager Advisory (FINRA Licensed) - Sacramento California

Company: VirtualVocations
Location: Sacramento, California
Posted On: 02/03/2025

A company is looking for a Senior Manager Advisory and Planning to manage teams supporting select Mega clients.



Key Responsibilities

Build and maintain a sales culture focused on company values and customer outcomes
Lead team meetings and coordinate across departments to enhance service delivery
Monitor team performance, providing coaching and feedback to improve outcomes


Required Qualifications

Bachelor's Degree or equivalent combination of education and experience
FINRA Series 7, 63, 65, and 24 registrations required
3-5 years of leadership experience
2-4 years of demonstrated success in financial services and sales experience
FINRA fingerprinting required More...

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