FINRA Licensed Advisory Director

Job Summary

A company is looking for a Divisional Director, Advisory Consultants.

Key Responsibilities

• Leads a team of Wealth Advisor Consultants to build and maintain relationships with financial advisors, focusing on retention and organic growth
• Identifies key trends and collaborates with internal teams to provide informed solutions for partner firms
• Develops and implements territory management and advisor segmentation strategies to optimize client-value understanding

Required Qualifications

• Preferred university degree
• 5+ years of relevant work experience required; 7+ years preferred
• FINRA Registrations: Series 7, Series 63, Series 65, Series 66, Series 24
• Experience in business development and client relationship management
• Ability to manage team performance and lead learning opportunities