Leadership Director - Financial Services

GoldBook Financial

San Diego (CA)

Hybrid

USD 150,000 - 230,000

Full time

14 days+

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Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Employee assistance program

Flexible spending account

Health insurance

Health savings account

Life insurance

Professional development assistance

Retirement plan

Vision insurance

Job summary

GoldBook Financial in San Diego area is seeking an accomplished Leadership Director with an established advisor practice who is ready to grow into a broader leadership role—developing, mentoring, and guiding a team of advisors toward ongoing success.

This role focuses on driving sales growth by recruiting, evolving, and leading a team to meet annual production targets from protections, investments, financial planning and wealth management.

Qualifications

Must be able to work and commute to office.
Life, Accident & Health Insurance Licensed.
FINRA Licenses: Series 7 and 66.
Strong track record of building a successful financial advisory practice.
Demonstrated ability to recruit, coach, and develop high-performing advisors.

Responsibilities

Lead front-line recruiting to attract qualified financial professionals aligned with values and growth goals.
Establish networks and cultivate referrals to generate candidates.
Partner with recruiting and leadership teams through each stage of recruitment.
Provide hands-on leadership to develop reps into successful professionals.
Set expectations around activity, pipeline, and case support; support long-term success.

Skills

Recruiting

Leadership

Coaching

Relationship building

People development

Education

FINRA Licenses: Series 7 and 66

Tools

CRM tools

Applicant tracking systems

Recruiting networks

Job description

About GoldBook Financial

We are comprised of industry-leading financial service professionals who excel at helping our clients attain financial security for themselves, their families, and their businesses. Our culture of excellence and exemplary support team helps define our mission to be the firm of choice for talented people seeking a career in financial services.

About GoldBook Financial

At GoldBook, we are dedicated to building a culture of care that supports our people and the communities they call home. We actively serve our community by supporting local organizations and guiding families with special needs.

Our firm fosters a warm, inclusive workplace culture that prioritizes community involvement and client satisfaction. We are an award-winning company and proud to have been named #1 Best Places to Work – Micro Category by the Phoenix Business Journal in 2021 and 2024.

The Opportunity

We are looking for an accomplished Leadership Director with an established advisor practice who is ready to grow into a broader leadership role—developing, mentoring, and guiding a team of advisors toward ongoing success.

This role’s focus and priority is to ensure sales growth by recruiting, evolving, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services.

A full-time, on-site Vice President of Sales Management (Leadership Director) in La Jolla, CA and/or Scottsdale, AZ.
Proven experience and success in the sale of protection and investments products. And/or management of a successful sales team selling protection and investment products.
A leader, coach, and mentor with a track record of successful sales management experience.
A dedicated individual: independent, self-motivated and goal oriented.
A strong relationship‑builder who takes a people‑first approach.
A person who sees possibility and then brings everyone along. This demands leadership, diplomacy and patience.
Be comfortable with frequent change, an enthusiasm for competition, and the ability to put the team’s needs first.
Attention to detail and a commitment to measuring results.

Good To Know

This role is a hybrid position and can retain ownership of a book of business and maintain personal production.

What Will You Do?

Recruitment

Lead front‑line recruiting efforts to identify, attract, and engage qualified financial professionals who align with the firm’s values, growth goals, and client‑focused approach.
Establish networks and cultivate referrals to generate a steady stream of candidates.
Partner closely with the recruiting and leadership teams throughout each stage of the recruitment process.

Leadership & Advisor Development

Provide hands‑on leadership and oversee reps as they grow into successful financial professionals.
Set clear expectations around activity, pipeline, business strategy and case support.
Provide ongoing support to a financial professional with a focus on long‑term success.
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates.

What Makes You a Great Fit

Must be able to work and commute to office
Life, Accident & Health Insurance Licensed
FINRA Licenses: Series 7 and 66
A strong track record of building a successful financial advisory practice
Demonstrated ability to recruit, coach, and develop high‑performing advisors

Compensation

Please note the salary range posted is an estimated range.

Actual minimum compensation will be determined by years of experience, personal prior production, and/or team production if currently in a sales manager role.

Total compensation will also include commissions, overrides, bonuses and a robust benefits package.

Benefits