Advisor Development Leader

Valeo Financial Advisors LLC; Carmel (IN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Unlimited PTO

401(k) with company match

Health coverage

Job summary

A financial advisory firm located in Carmel, Indiana is seeking a Senior Manager of Advisor Development. This role involves coaching and motivating new advisors, fostering a strong organizational culture, and ensuring adherence to professional standards. The ideal candidate will possess a Bachelor's degree, with leadership experience and a deep understanding of financial services. This position requires consistent in-person attendance at the headquarters and focuses on driving advisor success through mentorship and strategic development programs.

Qualifications

• Minimum 2 years of leadership experience, preferably with 3-4 years.
• 5+ years of experience in financial services is preferred.
• Strong executive presence with the ability to engage and influence.

Responsibilities

• Support team members to enhance performance and client service excellence.
• Build strong interpersonal relationships through coaching and mentorship.
• Promote continuous improvement in knowledge and leadership capabilities.
• Oversee KPI reporting to identify successes or challenges.
• Collaborate with Compliance Team to ensure adherence to policies.

Skills

Leadership

Coaching

Organizational skills

Time management

Communication skills

Analytical skills

Education

Bachelor’s degree

Tools

Microsoft Office

Salesforce

Job description

A financial advisory firm located in Carmel, Indiana is seeking a Senior Manager of Advisor Development. This role involves coaching and motivating new advisors, fostering a strong organizational culture, and ensuring adherence to professional standards. The ideal candidate will possess a Bachelor's degree, with leadership experience and a deep understanding of financial services. This position requires consistent in-person attendance at the headquarters and focuses on driving advisor success through mentorship and strategic development programs.