11 - 15 years
Posted 212 days ago
Orth Financial Group Wilmington, Delaware
Looking for an opportunity
Where you can drive advisor acquisition and development and grow revenue?
Where you can enlarge your leadership, management and sales skills?
Join a values-driven culture centered on financial planning and results.
About the practice
Kimberlee Orth, CFP is the founder of Orth Financial Group and an Ameriprise Financial veteran of 30 years. The practice has helped thousands of clients make good choices for their lives by engaging them in a comprehensive financial-planning based relationship. We have an incredible team of advisors and staff who work well together, care for one another, and keep clients first in everything they do.
Kimberlee is an Ameriprise Private Wealth Advisor and Chairman?s Advisory Council member. She has been a featured guest on CNBC and Fox Business News, and has gathered numerous industry accolades, including, Barron's Top 100 Women Financial Advisors, 2012 to 2017; Barron?s Top 100 Independent Financial Advisors, 2016; Barron's Top 1,200 Advisors, 2014-2017; Barron's Top 1,000 Advisors, 2013; Ameriprise Chairman's Advisory Council, 2004-2016; and Ameriprise Circle of Success, 1988 to 2016.
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The next step for us is to add an entrepreneurial, strategic thinker to lead and develop our advisor team and bring in new talent to the organization.
Drive profitable growth in the practice by developing and executing compelling business plans in three key areas:
? Sales management, training, and leadership of experienced and novice financial advisors to drive revenue and asset growth.
? Recruiting experienced advisors and securing practice acquisitions, and effectively managing a recruiting pipeline with quality experienced advisor recruits and practice acquisition candidates.
? Managing and growing a profitable personal book of business.
? Drive growth in assets, high value clients, and revenue by effectively leading advisors in multiple offices. Support a large geography with strong market potential.
? Lead the development/training of key advisor skills, including high value client acquisition, referrals, implementing a financial planning practice, driving sales implementation with clients.
? Work with Owner and COO to develop ongoing business planning and development through both organic and inorganic strategies.
? Coordinate advisor development opportunities leveraging all available resources to improve client acquisition, financial planning and product implementation skills. Develop understanding of advisors' strengths and weaknesses and create individualized growth plans that support client acquisition, asset gathering and product implementation.
? Personally engage advisors through effective 1:1s, attending client meetings, and delivering individual and group sales training. Hold advisors accountable to mutually agreed upon growth goals and the initiatives/action items committed to. Effectively influence and drive advisors to adopt proven behaviors to drive business results.
? Develop recruiting strategy (including experienced advisor recruits, practice acquisition, and novice advisors) based on in-depth region knowledge, market conditions and performance of the competition. Manage recruiting pipeline and drive targeting and selection process. Develop unique value proposition and grow overall number of advisors utilizing localized recruiting strategies.
? Identify target practices for acquisition and develop support for transition in partnership with corporate practice acquisition group.
? Develop personal book of business and drive personal practice. Facilitate effective sales meetings and marketing events. Service the client: analyzing client cases and providing a broad set of product solutions.
? Demonstrated success as a leader. Ability to motivate and inspire a team to produce increasing levels of results.
? Demonstrated ability working in a fast-paced environment, and previous experience successfully managing multiple competing priorities.
? Bachelors degree or equivalent experience.
? 10+ applicable years?experience.
? Series 7, Series 63 or Series 66 (State Securities), Series 65 or Series 66 (IAR), Life license, Variable Contracts license.
? Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received (Series 63 or 66).
? Maintain an insurance license in resident state, place of business, and states where insurance-based compensation is received.
? Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66).
? Strong written and verbal communication skills, including a demonstrated ability to interact effectively with all levels of the organization.
? Strong consultative salesexperience.
? Strong attention to detail required.
? Previous experience working collaboratively with a wide variety of partners required.
? CFP Designation
? Strong knowledge of Ameriprise Financial products, platforms and systems
Orth Financial Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by applicable federal, state and local laws.
All inquiries are handled confidentially.