Take the lead in business growth as an Associate Regional Vice-President at Assante. This role focuses on enhancing assets under administration by empowering advisors through education and support.
The Associate Regional Vice-President will manage a designated region with an entrepreneurial spirit. With at least three years of financial industry experience, you will assist advisors in practice management while actively promoting AWM initiatives. This position requires you to build lasting relationships with advisors and branches, providing strategic support and contributing to overall business success.
Key Responsibilities:
• Grow AWM’s market share by assisting advisors
• Make proactive outbound sales and service calls
• Cultivate relationships with prospective advisors
• Deliver timely support and practice management strategies
• Track and log activities in Salesforce/Navigator
Requirements:
• Minimum of 3 years in the financial industry
• Strong present...