VP Associate Advisor Development
wellDenver, CO
$110,000–$120,000
Apply nowVP Associate Advisor Development
L5
wellDenver, CO2 days ago
$110,000–$120,000
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAdministrative Management and General Management Consulting ServicesVP, Associate Advisor Development
Compensation:
$110,000–$120,000 base (DOE), with upside to $150,000 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. 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. Why this role?- Lead and coach a team of Associate Advisors deployed across multiple advisor teams, each at a different stage of growth- Build individualized development plans, run 1:1s, and create clear paths toward producing/advisor roles- Coach case design and case prep—including building compelling “case for change” presentations- Partner closely with Selling VPs and the VP of Sales to align coaching with each team's goals- Step into a firm that invests heavily in structured advisor development and internal growth
What you bring:
- Series 65 and Life & Health licenses- 3+ years leading W-2 (employee-model) Financial Advisors- Fixed Index Annuity experience- Experience developing a “case for change” - the story that moves a client from their current advisor to a new one- Experience working within advisor teams (Sales Lead / Service Advisor dynamic)
Nice to have:
- Experience on a team as both an associate and a sales lead- Familiarity with a two-step sales process- Comfort with MGP Elite, Nitrogen, Black Rock 360, and Schwab as a custodian Sound like you? Let's talk.
Apply now
Level
SeniorL5
Salary
$110,000–$120,000
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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