Executive Growth Coach for Wealth Advisors

NorthRock Partners

Minneapolis (MN)

On-site

USD 239,000 - 329,000

Full time

2 days ago
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Benefits offered by this job

ESOP
Strong retirement plans
Tuition reimbursement
Healthcare/dental/vision coverage
Generous PTO

Job summary

NorthRock Partners seeks a strategic, relationship-driven leader to join our Personal Office team as a trusted growth coach for an assigned group of financial advisors. You will help them build more scalable, higher-performing practices by combining wealth management expertise with business coaching and sales leadership.

The role requires coaching experience with entrepreneurial professionals, strong executive presence, and the ability to influence.

Qualifications

  • Bachelor’s degree in Business, Finance, or related field.
  • 10–15+ years of progressive wealth management/financial services experience.
  • Proven coaching experience with financial advisors or entrepreneurial professionals.
  • Strong practice management and sales leadership in growth, teams, and practice economics.
  • Executive presence and ability to lead through influence.
  • Authorized to work in the United States; background check required.

Responsibilities

  • Coach advisors on growth strategy, business planning, client acquisition, segmentation, and practice economics.
  • Turn advisor goals into actionable plans, measurable outcomes, and accountability.
  • Help advisors build high-performing teams through leadership, delegation, talent development, and succession planning.
  • Identify opportunities to improve advisor capacity, scalability, client experience, and practice performance.
  • Connect advisors with NorthRock resources, technology, tools, and expertise to support growth.
  • Partner across the firm to solve business challenges and advance strategic priorities.
  • Identify and share best practices across the advisor community.
  • Travel approximately 40–60% for advisor visits, meetings, and firm events.

Skills

Coaching financial advisors
Executive presence
Relationship building
Sales leadership
Strategic planning

Education

Bachelor’s degree in Business or Finance

Job description

NorthRock Partners seeks a strategic, relationship-driven leader to join our Personal Office team as a trusted growth coach for an assigned group of financial advisors. You will help them build more scalable, higher-performing practices by combining wealth management expertise with business coaching and sales leadership.

The role requires coaching experience with entrepreneurial professionals, strong executive presence, and the ability to influence.

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