Role Overview
The role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
What You Will Do
You’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.
Why It Might Be a Fit
The company offers a strong infrastructure and brand strength, while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.
Requirements
- Minimum of 3 years of experience in financial services with a growing personal practice
- Active Life and Health License required
- FINRA Series 6/7 and 63/66 licenses preferred
- Demonstrated success in client development, planning, and relationship management
- Leadership ability with a strong interest in mentoring and building high-performing teams
- Business-driven mindset with a long-term vision for growth
- Must be authorized to work in the United States
Benefits
- Top-tier health coverage including medical, dental, and vision plans for you and your dependents
- 401(k) retirement plan with company match
- Life and disability insurance
- Employee wellness programs and mental health resources
To apply for this job please visit jobs.workable.com.
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