Michigan Regional Director - Comerica Financial Advisors

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Job Description

Regional Director CFA
The Regional Director role leads one or more Comerica owned branch offices. They are responsible to understand the local market and execute a business plan to growth the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office.

Position Responsibilities:

• Implement national recruiting strategy.
• Recruit high quality experienced advisors to your branch.
• Actively generate leads into local area pipeline and manage the end-to-end candidate experience.
• Develop branch's unique value proposition and articulate to candidates.
• Execute on onboarding and ramp-up plans that drives growth 35% Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Comerica client experience.
• Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more 25% Lead the branch with integrity.
• Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance.
• Anticipates, manages, and resolves risk items to ensure the interests of the client.
• Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development.
• Ensure Comerica core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work.

Position Qualifications:

• Bachelor's degree from an accredited university
• 5 years of experience in Brokerage, Sales, recruitment, and supervisory work

Licenses & Certifications:

• Required: FINRA Series 7
• Required: FINRA Series 24 or 9/10
• Required: S63 or S66
• Required: S65 or S66
• Required: Life & Accident/Health Insurance License

Work Best Category: Category B - 3-4 days in office on designated days/1-2 days remote
Hours: 8:00am - 5:00pm Monday - Friday
Salary: To Be Determined Based on Individual Experience