Practice Growth Director
Location
Minnesota
Posted
60 days ago
Salary
$77.7K - $105.1K / year
Job Description
Job Requirements
- Four-year college degree strongly preferred.
- Minimum five years coaching financial advisors.
- Demonstrated experience and expertise working with more sophisticated advisors and practices strongly preferred.
- Experience in using the organization’s advice platform, Salesforce and other Thrivent tools and systems (i.e. CAP, Illustrations, etc.)
- Expertise with foundational practice management topics required: client service models, adding staff/new advisors to a team or solo practice, model office, etc.
- Familiarity with more advanced practice management topics: revenue sharing teams, legal entity team structures, advanced staff roles is strongly preferred.
- Ability to present and facilitate large and small groups in order to drive understanding of concepts and practices that lead to experienced advisor success.
- Ability to utilize technology, like Salesforce and Power BI to connect with and coach advisors.
- Professional designation or history of significant progress toward achievement preferred.
- FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
- State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days.
- State securities registered and insurance licensed and appointed in all states that comprise the group area.
- Satisfactory background check and clean compliance record.
- Flexibility to travel within the region (may include overnight) and conduct business during evening hours.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Remote work options
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