Wealth Advisor/Sales Manager

** *As the Wealth Advisor/Sales Manager, you will serve as a dedicated fiduciary for our clients and the primary architect of our firm's expansion. You will lead the expansion of or firm from a successful practice into a robust, multi-service organization, managing a diverse book of business through holistic planning while driving our strategic growth phase. In this role, you will align our long-term vision with daily execution, mentoring the advisory team and optimizing processes to lead our mission of reaching $100 million in annual production by 2030.* ** * Client Advisory & Relationship Management * Sales Process Standardization & Optimization * Production & Strategic Growth * Service Diversification * Team Leadership & Mentorship * Success Metrics for Role *Qualifications* 5 + years in the Financial Services industry, with at least 3 years in an advisory, leadership of sales management role. Series 65 is mandatory. CFP or ChFC designations are