Florida Licensed Advisor Growth Director

A company is looking for a Director, Advisor Growth & Development. Key Responsibilities Establish and maintain productive relationships with external and internal partners Recruit Advisors and assist them in identifying acquisition opportunities Develop and oversee scalable programs to drive growth and improve market presence Required Qualifications 3+ years of industry experience in broker-dealers, RIAs, and Wealth Management in a leadership role 2-4 years of leadership experience in a director-level capacity Familiarity with clearing firms (LPL, Schwab, and Fidelity) and proficiency in Microsoft Office and Access Bachelor's degree or equivalent experience; 4-7 years of relevant training or industry background Preferred licenses include Series 6, 7, and 65/66 or willingness to obtain

Apr 22, 2025 - 21:52

A company is looking for a Director, Advisor Growth & Development. Key Responsibilities Establish and maintain productive relationships with external and internal partners Recruit Advisors and assist them in identifying acquisition opportunities Develop and oversee scalable programs to drive growth and improve market presence Required Qualifications 3+ years of industry experience in broker-dealers, RIAs, and Wealth Management in a leadership role 2-4 years of leadership experience in a director-level capacity Familiarity with clearing firms (LPL, Schwab, and Fidelity) and proficiency in Microsoft Office and Access Bachelor's degree or equivalent experience; 4-7 years of relevant training or industry background Preferred licenses include Series 6, 7, and 65/66 or willingness to obtain