Job description
Job Summary:
The Financial Sales Support and Planner will be a key leader responsible for driving operational processes and maintaining a collaborative environment. This role requires someone who is deeply knowledgeable in investment products, can lead by example, and is confident in managing a team. The ideal candidate must be comfortable working in the office 5 days a week and should have strong leadership skills to build a positive culture and ensure operational efficiency.
Key Responsibilities:
- Lead and optimize operational processes to support the advisory team in delivering exceptional client outcomes.
- Foster a strong team culture by leading by example, promoting collaboration, and encouraging continuous improvement.
- Confidently manage the firm's daily operations, streamlining workflows, and improving efficiencies.
- Provide leadership in investment product knowledge, guiding the team in areas such as equities, mutual funds, and other financial products.
- Act as the operational expert for the advisory team, ensuring seamless delivery of services and alignment with company goals.
- Oversee the CRM system (Redtail), ensuring data accuracy and optimization for client engagement.
- Build and maintain relationships with team members and external stakeholders to ensure smooth operations and collaboration.
Requirements:
- Bachelor's degree in Business, Finance, or a related field.
- Strong leadership skills with the ability to mentor and inspire a team.
- Deep understanding of investment products and financial strategies.
- 5+ years of experience in operations management within a financial services firm.
- Series 7 and 63 preferred, but not required.
- Must be able to work in-office 5 days per week.
Preferred Qualifications:
- Experience in the financial advisory industry.
- Expertise with CRM systems (Redtail preferred).
- Proven ability to build and maintain a strong, positive team culture.
Job Type: Full-time
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at