VP Associate Advisor Development

VP, 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, BlackRock 360, and Schwab as a custodian

Sound like you? Let's talk.