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There is an immediate opening for a producing Resident Director in Boulder, CO office. The office is a part of the Mountain Plains Community Market lead by Market Executive, Jason Edelmann and is part of the Texas Mountain South Division.
The Resident Director performs a dual role, serving as both a Financial Advisor and a Leader. The ideal candidate should be a successful producer with leadership qualities based on personal relationships and a passion for developing and coaching Financial Advisors and Client Associates. He or she should be motivated to grow the office by leading our firm strategy through Client Engagement, Elite Growth Practice, and Goals Based Wealth Management. The series 9/10 are not a prerequisite but must be achieved within 90 days of being placed in the role.
Annualized PCs: 22,815
Annualized Revenue: 31,297
FAs, PMDs & Trainees: 36
Boulder is home to the University of Colorado, companies, outdoor enthusiasts, and families. It is nestled at the base of the picturesque Flat Iron mountains. Colorado is packed full of things to do year-round whether you enjoy the outdoors, restaurants, or culture. Colorado is home to world-class ski resorts, 11 national parks and monuments, historic train rides, gold mines, dinosaur museums, zip lines, and shopping destinations.
Interested candidates should have their Director/Managing Director contact Jason Edelmann at 303-446-5510.
Standard Job Description:
The Resident Director (RD) of an associate office performs a dual role, serving as both a Financial Advisor and Leader/Manager. An associate office covers a single market and must have 10 or more Financial Advisors or 4.5 million in revenue. The role as leader/manager is quite involved and can include an array of responsibilities to be determined between the RD and their Complex Director (CD). Levels of involvement typically vary across associates given critical factors such as office size, distance to parent office, complex strategy, etc.
Shift:1st shift (United States of America)
Hours Per Week: 40
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