Managing Director – Financial Planning
Web ID: W8070
Classification: Financial Services
City: Wichita
State: KS
Compensation: From $100,000.00 per year Additional Compensation: Unlimited Compensation Potential.
Education: Bachelor's Degree or Equivalent Experience
Benefits: Comprehensive Benefits Package
Job Description: The Managing Director is an executive leader responsible for driving the firm’s strategic vision, operational excellence, and overall financial performance. This role encompasses high-level financial oversight, fostering a culture of high performance, and the attraction and development of both talent for the financial advisor role and executive team members. The Managing Director ensures all firm activities align with short-term objectives and long-term strategic growth in Wichita, KS.
Duties: Advisor talent acquisition, development, and retention. Strategic leadership and business growth. Client and relationship management. Compliance and risk management.
The Managing Director is an executive leader responsible for driving the firm’s strategic vision, operational excellence, and overall financial performance. This role encompasses high-level financial oversight, fostering a culture of high performance, and the attraction and development of both talent for the financial advisor role and executive team members. The Managing Director ensures all firm activities align with short-term objectives and long-term strategic growth in Wichita, KS.
Duties: Advisor talent acquisition, development, and retention. Strategic leadership and business growth. Client and relationship management. Compliance and risk management.
Job Requirements:
- Achieve Annual Production Goals: Class Of FYC, U5 FYC, Total Premium, AIM
- Attract 8+ Financial Advisors annually
- Develop an additional leader per year
Additional Compensation: Unlimited Compensation Potential. Renumeration (bonuses) / % of Total Firm’s Production / Advisor Production: New Agent Fees, Development Bonus, Wealth Grid Overrides / Retirement: DASIP, Management ARP, Valuation Earnout.
Personal Production Enhancement: Quality Incentive, New Client Bonus, Production Allowance
- Achieve Annual Production Goals: Class Of FYC, U5 FYC, Total Premium, AIM
- Attract 8+ Financial Advisors annually
- Develop an additional leader per year
Additional Compensation: Unlimited Compensation Potential. Renumeration (bonuses) / % of Total Firm’s Production / Advisor Production: New Agent Fees, Development Bonus, Wealth Grid Overrides / Retirement: DASIP, Management ARP, Valuation Earnout.
Personal Production Enhancement: Quality Incentive, New Client Bonus, Production Allowance