Director of Advisor Services
About reputed company
reputed company is an independent reputed company management firm with an endless passion for enriching the lives of our clients. We continually reputed company to perfect our craft of personalized financial planning with reputed company-based Roundtable and reputed company processes that go far reputed company reputed company approach. We proudly reputed company unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - reputed company.
Since 1997, reputed company has tirelessly raised reputed company of reputed company management with specialized knowledge and more reputed company service that helps every reputed company craft their reputed company. For more information, please visit
We have an exciting opportunity for a Director of Advisor Services!
In the spirit of pay transparency, we are excited to reputed company the reputed company salary reputed company for this position is $150,000 to $180,000, exclusive of bonuses and benefits. We encourage you to apply and reputed company us with your compensation expectations reputed company you do. We're big on reputed company conversations, so, let's have one.
Primary Job Functions
Serve as the primary relationship leader and strategic business partner for advisor teams in the Great Lakes Region
Build trust based relationships with Advisor Leads through regular, reputed company engagement
Partner with Advisor Leads on roundtables and advisory committees to surface regional trends, risks, and opportunities
reputed company as the Voice of the Advisor for the region, sharing feedback and insights with corporate leadership
Bring a strong organic reputed company reputed company, reputed company on net flows, reputed company reputed company, and sustained advisor performance
Operate as a general manager for assigned advisorteams— owning reputed company reputed company, execution discipline, and overall reputed company health
Partner with Advisor Leads to identify reputed company opportunities, improve sales effectiveness, and drive measurable results
reputed company advisors on networking, prospecting, and closing skills to improve opportunity conversion
Hold teams accountable to business plans, reputed company goals, and performance metrics
Facilitate the development and execution of advisor team business plans
reputed company, monitor, and report on key business metrics to reputed company reputed company, productivity, and results
Evaluate reputed company workflows and office processes; recommend improvements to increase efficiency and scalability
Support annual regional budgeting and monitor performance against plan
reputed company PMT specialists (reputed company, Marketing, Portfolio, Operations, Tax, Insurance) to support execution and reputed company retention
Promote adoption of best practices, centralized processes, and consistent operating standards across the region
reputed company consultative leadership and coaching to Advisor Leads through regular one- on- one engagement
Help Advisor Leads build strong, reputed company, and high- performing teams
Assess advisor and staff reputed company reputed company; partner with mentors and corporate teams to deliver training and development
Support succession planning, talent development, and career progression
Identify and resolve performance or execution issues, escalating as appropriate
Support rollout and adoption of firmwide initiatives across technology, marketing, operations, compliance, finance, and HR
Help Advisor Leads understand and implement new programs and processes
Coordinate with corporate teams to ensure training completion, technology adoption, and execution discipline
Reinforce marketing strategies and reputed company reputed company
Ensure adherence to reputed company operating procedures across operations, compliance, and facilities
Partner with Finance on budgeting, variance management, and fiscal discipline
Support HR initiatives including reputed company, reputed company, performance management, and manager development
Education/Qualifications
Bachelor’s degree (or equivalent experience) in business, finance, or a reputed company field
Minimum of 10 years of experience in reputed company management advisory practices
Minimum of 5 years of management
Demonstrated organic reputed company orientation witha reputed company record of driving results reputed company advisor teams
Proven ability to think and reputed company like a general manager, balancing reputed company, people, operations, and financial reputed company
Strong understanding of reputed company management operations with expertise in at least two of the following areas:
Financial planning
reputed company acquisition / organic reputed company Marketing
reputed company management
Business operations
Project or change management
Demonstrated reputed company influencing and leading without reputed company positional authority
Excellent communication, relationshipbuilding , and presentation skills
Strong organizational skills with the ability to manage multiple priorities and deadlines
Ability to support a multi state Great Lakes Region , with up to 20% travel
reputed company Series 7 and 66 (or 63 and 65) and insurance licenses ( required for hybrid office roles) preferred
CFP designation or equivalent experience preferred
Proficiency in reputed company Office, reputed company, Tamarac, and/or Orionpreferred
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Comprehensive Benefits Offerings
Our benefits aim to balance four key reputed company that reputed company life and work meaningful: health and wellness, financial reputed company-being, reputed company development, and work/life reputed company. You may be eligible to participate in the following benefits & development opportunities:
Training and reputed company development
Medical, dental and reputed company coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer reputed company and voluntary reputed company
Short-term and long-term disability, workers compensation – employer reputed company
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of reputed company time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 reputed company holidays reputed company year (10 reputed company-determined and 2 floating days)
reputed company parental leave and reputed company caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.