Financial Advisor Manager

Job description

Are you passionate about providing financial planning advice to retirement plan participants? Do you enjoy helping participants meet their financial goals? Do you want to lead a talented team of crew members in a high impact business? If your answers are yes, please keep reading and consider this job opportunity. The VSA Advisors help participants navigate moments that matter, deliver investment advice, and inspire positive financial actions. Some exciting opportunities to drive people and business impact within this role include the opportunity to: - Lead a group of Financial Advisors who provide investment advice to retirement plan participants through our VSA offer. - Provide regular coaching and feedback to VSA Advisors to support their growth and development. - Identify ways to enhance both the participant and advisor experience with the VSA offer. - Provide VAI Risk Oversight with call monitoring, correspondence reviews, and submission of Ballast Point controls. - Build a strong reputation as a consultative partner and leverage relationships (across WS, PI Sales, PW, OGC, Compliance, Risk, and CDAO) to deliver on our VSA OKRs. - Help resolve technology issues impacting the VS...