Sr. Team Manager Opportunity Our Financial Planning Group is a key component of our organization, dedicated to supporting individuals and families with their financial objectives. As a Sr. Team Manager, you will lead a high-performing team that delivers comprehensive financial planning solutions to clients. We forge meaningful connections with our clients to understand their goals and aspirations. We bring expertise across various wealth management topics to inspire our clients to take action and own their financial legacies. Main Responsibilities This role requires exceptional leadership skills, including: A bachelor's degree in a relevant field. A CFP designation and valid FINRA Series 7 license. Active and valid FINRA Series 63/65 or 66 licenses. Active and valid FINRA 9/10 (or obtained within 90 days). What We Offer We are committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll get the tools needed to make a positive impact in the finance industry. A competitive benefits package that supports your well-being. Paid time off for vacation, volunteering, and sabbatical leave. Paid parental leave and family building benefits. Tuition reimbursement. Health, dental, and vision insurance.