Leadership Director

About the role

We are seeking a high-performing Leadership Director who has built a successful financial advisory practice and is ready to lead others to the same level of achievement. This role is for someone with real-world credibility, strong business instincts, and the ability to influence, coach, and elevate people in a high-performance environment.

What You'll Do

• Recruit and Team Growth
• Lead recruiting efforts aligned with the firm’s growth strategy and high-performance culture
• Personally source experienced and emerging advisor talent through referrals, networking, and proactive outreach
• Evaluate candidates for sales capability, mindset, coachability, and cultural alignment
• Partner closely with recruiting and leadership teams throughout the selection process
• Advisor Leadership & Development
• Coach advisors on prospecting, client acquisition, case development, and long-term practice growth
• Provide hands-on leadership around planning opportunities, business strategy, and closing support
• Lead team meetings that turn training into execution and execution into results
• Set clear expectations around activity, pipeline discipline, appointments, and production—and hold people accountable
• Help advisors fully leverage the firm’s planning, operational, and support resources
• Culture & Performance
• Reinforce a culture built on ambition, integrity, service, and continuous improvement
• Partner with firm leadership on performance initiatives, advisor development, and business planning
• Support compliance, continuing education, and firm standards across the advisor team

What Makes You a Great Fit

• Bachelor’s degree in business, management, or a related field preferred
• Proven success building and operating a profitable financial advisory practice
• Demonstrated ability to recruit, coach, and develop high-performing advisors
• Series 7 and 66 preferred or required based on market and supervision structure
• Strong executive presence, sound judgment, and the ability to inspire confidence and action
• Deep understanding of insurance, investments, and holistic financial planning

Why You'll Love It Here

• Exceptional earning potential with meaningful upside tied to growth and performance
• A leadership role with real influence over advisor development, culture, and outcomes
• Strong operational, marketing, and administrative support
• The opportunity to build a legacy by developing the next generation of elite advisors
• A mission-driven firm that values performance, integrity, and exceptional service