Director of Advisory

About the role

The Director of Advisory leads a high-performing team of financial advisors, ensuring accountability and alignment with organizational goals. This role is pivotal in shaping the advisory function and fostering a culture of deep, holistic planning. The successful candidate will possess strong leadership skills and a comprehensive advisory background. A commitment to excellence and a passion for financial planning are essential. This position requires effective collaboration with the CEO and a proactive approach to team management. The ideal candidate will thrive in a detail-oriented environment and be dedicated to client service.

Responsibilities

• Lead and manage the advisory team of financial advisors
• Hold advisors and the CEO accountable to established goals and processes
• Instill and uphold the firm’s methodology of deep, holistic planning
• Provide direct leadership, coaching, and mentoring to the planning team
• Develop and implement a talent strategy, including hiring and training
• Congduct team meetings with clear objectives and follow-through
• Establish standards for planning processes and client service
• Review team deliverables to identify areas for improvement
• Optimize planning workflows and integrate with other firm functions
• Maintain a small roster of high-impact client relationships
• Collaborate on long-term planning strategies and service model design

Requirements

• Active CFP designation for all advisor roles
• RIA or comparable deep-planning experience is preferred
• Proven leadership experience managing advisors and teams
• Willingness to work onsite in College Station
• Comfort with comprehensive planning across various financial considerations
• Additional credentials such as CFA, CPA, or JD is preferred
• Prior experience at firms like Fidelity, Schwab, or Vanguard is preferred

Benefits

• Employees are compensated semi-monthly
• 401k matching program
• Health insurance options with BCBS Texas
• PTO accrual of 120 hours per year
• Additional office closure on stock exchange holidays
• Access to NAPFA Group Benefits