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Manager, Virtual Advice (Hybrid)

GA – Atlanta, US💼 Full-time💰 $94,389–$94,389🗓 2026-09-28 → 2026-09-29

Core

Lead a local team of nationally licensed virtual advice advisors to drive sales, productivity, and client relationship deepening across all 50 states.

Role type

Senior IC manager (financial services)

Builds

Virtual advice team performance and client service models

Domain

Financial planning, investment, and insurance

Required skills

Team leadership (8+ people), financial planning, investment, insurance products, consultative sales, regulatory compliance, performance management, talent acquisition, change management

Preferred skills

CFP/ChFC/CLU designation, Salesforce, Money Guide Pro

Technologies

Salesforce, Money Guide Pro

Responsibilities

Conduct daily/weekly coaching sessions, drive business planning and performance expectations, interview and select talent, deliver onboarding and training, facilitate career pathing, partner with stakeholders to enhance team performance, model leadership competencies

Seniority

Senior, hands-on IC

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