Director of Advisor Growth

A company is looking for a Director, Advisor Growth & Development. Key Responsibilities Establish and maintain productive relationships with internal and external partners Recruit Advisors and assist in identifying acquisition opportunities Develop and oversee business plans to drive growth and assess market trends Required Qualifications 3+ years of experience in leadership roles within broker-dealers, RIAs, or Wealth Management 2-4 years of experience in a director capacity focused on advisor growth Bachelor's degree or equivalent experience; 4-7 years of relevant training Licenses: Series 6, 7, and 65/66 preferred or willingness to obtain Commitment to teamwork, integrity, and customer service

Apr 22, 2025 - 21:52
 0
Director of Advisor Growth
A company is looking for a Director, Advisor Growth & Development. Key Responsibilities Establish and maintain productive relationships with internal and external partners Recruit Advisors and assist in identifying acquisition opportunities Develop and oversee business plans to drive growth and assess market trends Required Qualifications 3+ years of experience in leadership roles within broker-dealers, RIAs, or Wealth Management 2-4 years of experience in a director capacity focused on advisor growth Bachelor's degree or equivalent experience; 4-7 years of relevant training Licenses: Series 6, 7, and 65/66 preferred or willingness to obtain Commitment to teamwork, integrity, and customer service