Job Description
VP, Associate Advisor Development
\n
Compensation: $110,000–$120,000 base (DOE), with upside to $150,000
\n
\n
We're hiring a VP, Associate Advisor Development on behalf of our client, a growing, multi-office wealth management firm known for its structured, accountability-driven approach to developing advisor talent.
\n
This leader will take ownership of a team of Associate Advisors at different stages of their careers, coaching them through a clear accountability progression, from freeing up their Selling Advisor to eventually bringing in new assets from the firm's existing clients.
\n
\n
Why this role?
\n
- Lead and coach a team of Associate Advisors deployed across multiple advisor teams, each at a different stage of growth
\n
- Build individualized development plans, run 1:1s, and create clear paths toward producing/advisor roles
\n
- Coach case design and case prep—including building compelling “case for change” presentations
\n
- Partner closely with Selling VPs and the VP of Sales to align coaching with each team's goals
\n
- Step into a firm that invests heavily in structured advisor development and internal growth
\n
\n
What you bring:
\n
- Series 65 and Life & Health licenses
\n
- 3+ years leading W-2 (employee-model) Financial Advisors
\n
- Fixed Index Annuity experience
\n
- Experience developing a “case for change” - the story that moves a client from their current advisor to a new one
\n
- Experience working within advisor teams (Sales Lead / Service Advisor dynamic)
\n
\n
Nice to have:
\n
- Experience on a team as both an associate and a sales lead
\n
- Familiarity with a two-step sales process
\n
- Comfort with MGP Elite, Nitrogen, BlackRock 360, and Schwab as a custodian
\n
\n
Sound like you? Let's talk.