WHO WE ARE:
We are an innovative and fast-paced Registered Investment Adviser (RIA)firm offering financial planning, multi-disciplined institutional asset management solutions and other platform capabilities to a national base of growth focused financial advisors. Our platform solutions include practice management and consulting resources, an industry leading technology stack, back-office support, and a robust compliance program.
JOIN OUR TEAM TODAY!
As we continue executing on our next phase of growth, with a focus on delivering strategic consulting, advisor engagement and optimizing the breadth and depth of the our platform to accelerate our existing advisor’s organic growth and retention, we have a VP-Advisor Consulting opportunity for a highly skilled relationship management and/or consulting professional to join the team. This role is located at our company headquarters in Cornelius, NC, a northern suburb of Charlotte in the highly desirable Lake Norman area.
YOUR ROLE:
We are seeking a highly motivated relationship management and/or consulting professional to join our team and help us expand and retain existing advisor relationships. This VP role will report directly to our SVP of Sales and Relationship Management. In this advisor and prospect facing role, you will collaborate closely with the firm’s Leadership Team and all other functional areas (Sales/Marketing, Compliance, Trading& Investments and Operations) to deliver a world class advisor experience and optimize organic growth.
RESPONSIBILITIES:
REQUIREMENTS:
COMPETENCIES:
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