Elevate your career as an Associate Regional Vice-President at Assante, focusing on business development and advisor success within assets under administration. Your role will be crucial for driving growth and service excellence.
As an ARVP, you will navigate your region with an entrepreneurial mindset, partnering with advisors to foster growth and retention strategies. You will leverage your financial industry experience to support advisor recruitment and deliver crucial practice-management insights. This position demands strong relationship management and an understanding of investment products.
Key Responsibilities:
• Grow market share by supporting advisors
• Establish connections with prospective advisors
• Offer timely practice-management resources
• Maintain knowledge of industry trends and competitors
• Log activities systematically in Salesforce/Navigator
Requirements:
• Minimum 3 years in finance with relationship experience
• Knowledge of wealth...