66 applicants

Company

Integrity · 5 hours ago

Director, Advisor Growth and Development

Tallahassee, FL

Full-time

Remote

Lead/Staff, Director/Executive

3+ years exp

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Responsibilities

Establish and maintain productive relationships with external as well as internal partners

Recruit Advisors, individually as well as in coordination with current Advisors

Assist Advisors in identifying and cultivating acquisition opportunities

Develop scalable programs to drive growth and development within the organization

Leverage and improve upon existing programs to drive growth and development

Partner with existing Advisors to assess their business, then identify and execute on growth opportunities

Identify and solve conflicts pertaining to the business and establish appropriate expectations across the business

Oversee the creation and implementation of business plans to connect with and reach new markets

Conduct market research to identify industry changes/trends and making the necessary adjustments

Facilitate customer relationship activities to deliver exceptional service

Ensure that the departmental goals are all in line with the growth strategy of the company

Analyze the market and identifying the most strategic partnerships that will bolster the true power of our business and its growth

Present marketing opportunities and business opportunities to both executives and management

Drive an increase in business revenue, while expanding the presence of the company and bolstering the power of our brand

Qualification

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Broker-dealer experienceWealth management experienceLeadership experienceBusiness developmentMarketing experienceSales experienceMicrosoft Office proficiencyMicrosoft Access proficiencySeries 6 licenseSeries 7 licenseSeries 65/66 licenseTeamwork commitment

Required

3+ years working with broker-dealers, RIAs, and Wealth Management in a leadership role.

2 - 4 years in a Director level capacity, building scalable programs for advisor growth and development.

Familiarity with clearing firms (TD Ameritrade, Schwab, and Pershing) and strong proficiency in Microsoft Office and Access.

Bachelor's degree or equivalent experience; 4-7 years of relevant training or industry background.

Commitment to teamwork, integrity, work ethic, and customer service.

Sales-focused, detail-oriented, strong communication skills, ability to work independently, and results-driven.

Preferred

Series 6, 7, and 65/66 (or willingness to obtain)

Benefits

Competitive compensation package

Benefits that make work more fun and give you and your family peace of mind

Company

Integrity

Integrity is the nation's leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning.

Founded in 2006

Dallas, Texas, USA

5001-10000 employees