Advisory Manager

Job Overview

We are looking for an Advisory Manager that will be responsible for leading a team of financial planning associates to deliver high-quality support to our advisors.

Responsibilities

• Cook up the work of Planning Associates to ensure efficient distribution of financial planning deliverables to advisors
• Monitor the quality and accuracy of planning work; enforce best practices, templates, and review protocols established by the Planning Associate Team Lead
• Provide hands-on mentorship, coaching, and ongoing feedback to Planning Associates
• Address day-to-day personnel needs, including scheduling, workload balancing, and performance-related concerns with the support of the Planning Associate Team Leader
• Aid in communicating departmental goals and expectations, guiding team members in their execution
• Conduct regular one-on-one meetings with direct reports to provide coaching, support professional growth, and ensure alignment of goals, responsibilities, and development opportunities
• Monitor progress toward team and individual SMART goals, offering course correction and support as needed
• Conduct annual performance reviews and contribute to ongoing evaluation of team members' development
• Collaborate with HR and Planning Associate Team Leader to support career development and make recommendations for promotions within the planning team
• Support team culture, morale, and cross-office collaboration
• Occasionally travel may be required

Qualifications

• Bachelor's Degree
• CFP or CFA certification
• Minimum of 5-8 years of experience in a wealth management-related or financial services field
• Prior leadership or supervisory experience preferred
• Excellent communication, coaching, and conflict resolution skills
• Strong leadership skills and a demonstrated willingness to take initiative, support others, and lead by example

Skills and Competencies

• Proven analytical and problem-solving skills
• Interpersonal skills and a willingness to make decisions using sound and accurate judgement
• Highly proficient in the Microsoft Office Suite
• Excellent written and verbal communication skills
• Team player, able to work well with all levels of the firm, and pitch in wherever needed

Benefits

• Performance-based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
• Paid vacation
• Opportunities for professional growth and continuing education
• Partial remote work
• Salary range: $100-145,000 annually