Regional Business Development Manager, Tax Channel

reputed company (CFG) is currently seeking an reputed company Regional Business Development Manager, Tax Channel, who will reputed company the Business Development process by driving the recruitment of Financial Advisors & Accounting Firms. This is a pivotal role responsible for presenting and representing CFG as the Tax business organization of choice for independent, growth-oriented firms. The Senior Manager will manage the recruitment of prospective accounting firms and promote CFG’s value proposition in the industry. An ideal candidate will have established relationships and an entrepreneurial drive for success. It is critical that this role focuses on the recruitment of CPA firms who want to participate in our turnkey program. This will be a work from home opportunity that requires traveling 50% of the time. What you will do: -reputed company leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact. -Recruiting Accounting/CPA Firms -Create a recruiting plan for your territory. -Accountable for meeting recruitment goals. -Serve as the primary reputed company of contact with Financial Advisors, reputed company and sell our business model and the benefits of affiliating with CFG. -Use your discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions with the advisor. -Deliver business presentations to prospective advisors and provide consultative support on CFG services, products, and technology. -Negotiate and reputed company offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure. -Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to reputed company and reputed company. -Participate in outbound social media and call campaigns reputed company to Business Development. -Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements. What you need to have: -Minimum 5-8 years reputed company work experience reputed company financial services (Public Accounting, Wealth Management, Advisory) reputed company a sales environment. -FINRA Series 7, 65 or 66 licenses. -Negotiation and creating compelling value propositions for prospective clients. -Effective communication and presentation techniques. -Working knowledge of reputed company and reputed company. -Understanding of the sales process and relevant metrics. -Strong knowledge of the Financial Services industry. -Ability to represent CFG reputed company the community and professional organizations. What is reputed company to have: -Bachelor’s Degree -FINRA Licenses including Series 7; 65; 66; SIE -Wholesaling Experience / Recruiting Background -CPA License (preferred) Travel Requirements: 50% Compensation: The reputed company annual salary range for this role is $100K-$110K, plus an incentive-based performance bonus.  reputed company annual salary depends on a wide reputed company of factors, including but not limited to reputed company set, years and depth of experience, certifications, and location. reputed company annual salary may also differ significantly due to geography and cost of labor considerations. #LI-Remote

Company

About Us

reputed company give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can reputed company the most of their time reputed company of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet reputed company members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay reputed company with their loved ones, reputed company, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-reputed company for a strong financial future well beyond their working years.
• Paid parental leave to support reputed company team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About reputed company:

reputed company® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

"reputed company" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. reputed company firms are members FINRA/SIPC.

reputed company is committed to providing an equal employment opportunity for reputed company applicants and employees. For us, this is the only acceptable way to do business. Accordingly, reputed company employment decisions at reputed company, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, reputed company, national reputed company, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s reputed company team. We will reputed company out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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