Practice Leader

Are you looking for the opportunity to grow your current team, step into a leadership role and scale your practice?

As a Practice Leader, you’ll be part of our entrepreneurial system with the freedom to provide advice and solutions for your clients from a broad portfolio of innovative products. You will have access to powerful sales tools and a large resource network so you can focus on activities that get results. You will also have the coaching and development support to grow your practice and your team by stepping into a leadership role!

• Help launch advisors into their careers successfully, while also growing your practice
• Tell our story to invite new associates into our organization for you to mentor and work with
• Continue to build on your current networks to scale your practice and provide joint work opportunities for Associate Advisors to prospect

• Providing advice and financial solutions for clients through fact gathering and needs analyses
• Expanding personal knowledge and leadership skills through ongoing professional development
• Utilize and grow your current coaching skills to assist in the development of new associates
• Participate in our Advisor Development Program by sharing your experiences and expertise

Requirements

• Strong desire to mentor and help others learn
• At a point in your career where you are poised for growth and ready to get to the next level
• Align with our firm's core values: Balance, Growth, Authenticity, Conviction, and Stewardship
• Excellent interpersonal skills/networking abilities
• High Level of Emotional Intelligence
• Strong work ethic, goal-oriented and motivated by seeing others succeed,

Benefits

• Quarterly capital infusions into your practice
• Ability to define YOUR vision of success and collaborate with industry experts who will help you get there
• Access to experts in advice and planning, Wealth Management, Advance case design, and marketing
• Access to cutting-edge technology
• Fulfillment in the knowledge that you are making a difference by perpetuating the growth of yourself and others in an industry you are passionate about

CRN202507-2688221