Director of Advisor Development Lead
2 days ago
Ethos Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, Inc. We are a top-ranked franchise at Ameriprise and a thriving, growing team practice.
We are seeking an experienced candidate to join our Thornton, CO office, with additional locations in Grand Junction, CO and Albuquerque, NM.
Job OverviewThis is an exciting opportunity to join our team as a Director of Advisor Development. The successful candidate will bring education, insights, and resources to all levels of financial advisors within the firm to ensure clients receive a best-in-class experience.
The Director of Advisor Development will work with leadership to develop and implement standard recruiting and onboarding procedures to hire and train novice advisors, as well as collaborate to implement brand standards for client service, advice, and new client acquisition.
Key Responsibilities- Develop and implement comprehensive onboarding programs for new advisors
- Work with the Ethos Advisor Team to understand training, support, and coaching needs
- Refine the Ethos Internship program with the Director of Operations and Client Service Manager
- Lead the recruitment, hiring, onboarding, and ongoing training and coaching of new advisors
- Develop and implement team scoreboards and procedures to track and report on activity
- Obtain Behavioral Financial Advice (BFA) designation and attend Integrity Selling Seminar
- Bachelor's degree
- 5-7 years financial services experience, ideally within the asset or wealth management industry with comprehensive financial planning knowledge
- 5 years Financial Advisor experience
- Leadership experience in advisor development or national accounts
- Strong leadership, strategy, and communication skills
- Ability to manage competing priorities and perspectives effectively and with grace
- CFP knowledge
- Understanding social styles and value proposition
This is a high-level explanation of the duties. The likelihood of change and the degree of change is high.
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