FINRA Licensed Managing Principal - Pompano Beach Florida

Company: VirtualVocations
Location: Pompano Beach, Florida
Posted On: 01/29/2025

A company is looking for a Managing Principal responsible for leading an agency and driving growth and profitability.



Key Responsibilities

Recruit and develop financial professionals and agency leaders
Manage the financial health and profitability of the agency
Create and communicate a vision for the agency while developing lasting business relationships


Required Qualifications

Bachelor's Degree Required
More than 10 years of financial services sales experience required
FINRA Series 7 and Series 24 licenses required upon hire
Certified Financial Planner (CFP), CLU, or ChFC required upon hire
Experience in needs-based sales in the affluent marketplace More...

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