Florida Licensed Director of Advisor Growth

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 in identifying acquisition opportunities Develop and oversee business plans to connect with new markets and drive growth 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 Bachelor's degree or equivalent experience; 4-7 years of relevant training or industry background Familiarity with clearing firms (LPL, Schwab, Fidelity) and proficiency in Microsoft Office and Access Preferred licenses include Series 6, 7, and 65/66 (or willingness to obtain)

Apr 24, 2025 - 00:35

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 in identifying acquisition opportunities Develop and oversee business plans to connect with new markets and drive growth 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 Bachelor's degree or equivalent experience; 4-7 years of relevant training or industry background Familiarity with clearing firms (LPL, Schwab, Fidelity) and proficiency in Microsoft Office and Access Preferred licenses include Series 6, 7, and 65/66 (or willingness to obtain)