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
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