VP Associate Advisor Development

The Well; United States; On-site; USD 110,000 - 150,000; Full time

Job summary

The Well is hiring a VP, Associate Advisor Development to lead a team of Associate Advisors across multiple advisor groups in the United States, coaching them through a clear accountability progression, from freeing up a Selling Advisor to bringing in new assets from existing clients.

You will build individualized development plans, run 1:1s, create paths toward producing/advisor roles, coach case design and prep, and partner with Selling VPs to align coaching with each team's goals.

Qualifications

• 3+ years leading W-2 Financial Advisors
• Series 65 and Life & Health licenses
• Fixed Index Annuity experience
• Experience developing a “case for change”
• Experience working within advisor teams (Sales Lead / Service Advisor)

Responsibilities

• Lead and coach a team of Associate Advisors across multiple advisor teams
• Build individualized development plans and run 1:1s
• Create clear paths toward producing/advisor roles
• Coach case design and case prep
• Partner with Selling VPs and the VP of Sales to align coaching with team goals
• Support internal growth and accountability throughout the advisor development program

Skills

Team leadership

Executive coaching

Case design

Sales/Advisor development

Education

Series 65 license

Life & Health licenses

Tools

Schwab

MGP Elite

Nitrogen

BlackRock 360

Job description

Compensation: $110,000–$120,000 base (DOE), with upside to $150,000

We're hiring a VP, Associate Advisor Development on behalf of our client, a growing, multi-office wealth management firm known for its structured, accountability-driven approach to developing advisor talent.

This leader will take ownership of a team of Associate Advisors at different stages of their careers, coaching them through a clear accountability progression, from freeing up their Selling Advisor to eventually bringing in new assets from the firm's existing clients.

Why this role?

• Lead and coach a team of Associate Advisors deployed across multiple advisor teams, each at a different stage of growth
• Build individualized development plans, run 1:1s, and create clear paths toward producing/advisor roles
• Coach case design and case prep—including building compelling “case for change” presentations
• Partner closely with Selling VPs and the VP of Sales to align coaching with each team's goals
• Step into a firm that invests heavily in structured advisor development and internal growth

What you bring:

• Series 65 and Life & Health licenses
• 3+ years leading W-2 (employee-model) Financial Advisors
• Fixed Index Annuity experience
• Experience developing a “case for change” - the story that moves a client from their current advisor to a new one
• Experience working within advisor teams (Sales Lead / Service Advisor dynamic)

Nice to have:

• Experience on a team as both an associate and a sales lead
• Familiarity with a two-step sales process
• Comfort with MGP Elite, Nitrogen, BlackRock 360, and Schwab as a custodian