Ethos Financial Partners
A private wealth advisory practice of Ameriprise Financial Services, LLC
Our Firm
Ethos Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, Inc. We are in the top ranked Franchises at Ameriprise and are a thriving and growing team practice.
We are seeking an experienced candidate in our Thornton, CO office. We also have office locations in Grand Junction, CO and Albuquerque, NM.
People join our firm because they want to accomplish something meaningful and bigger than themselves, making a difference in other people’s lives. Our main priority is to serve the financial needs of our clients through excellent personal service. Through our caring advice, we help individuals and families attain confidence in the future, balancing their dreams for tomorrow with their goals and desires for today. From retirement strategies and investment planning to tax planning and much more, we help clients live the life they’ve earned and deserve.
Position Overview
This is an exciting opportunity to join the Ethos Financial Partners team as a Director of Advisor Development. Someone successful in this role will bring education, insights, and resources to all levels of financial advisors within the firm to ensure that clients receive a best-in-class experience.
The Director of Advisor Development will work with leadership to develop and implement standard recruiting and onboarding procedures to hire and train novice advisors as well as work collaboratively to implement brand standards for client service, advice, and new client acquisition.
This position is new to the firm, and we expect metrics used to measure success and prioritization of responsibilities to be collaboratively refined through the onboarding process. We currently have nine producing advisors and four nonproducing advisors and are looking to grow our advisor team.
Job Duties
First 3 Months
- Learn Ethos and Ameriprise standard practices and procedures
- Work with the Ethos Advisor Team to understand where training, support, and coaching would be most impactful
- Develop a comprehensive onboarding manual for new advisors that can be used as a guide to train new advisor hires from day one to client ready
- Work with the Director of Operations and Client Service Manager to refine the Ethos Internship program
- Work with firm leadership to refine goals and milestones
First 6 Months
- Develop and implement team scoreboards as well as procedures to track and report on activity
- Obtain Behavioral Financial Advice (BFA) designation
- Attend Integrity Selling Seminar
- Lead the recruitment, hiring, onboarding, and ongoing training and coaching of new advisors
- Work with the Ethos Marketing Team to
- Understand current marketing activity to identify ways to further leverage current practices and develop new marketing channels
- Develop goals, marketing plans, and client acquisition strategies for new advisors
- Connect advisors to third party and Ameriprise resources
After the First 6 Months
- Continue to lead the recruitment, hiring, onboarding, and ongoing training and coaching of new advisors
- Work with the Ethos Advisor team to continue to improve advisor best practices, deepen client relationships, and maximize target market client acquisition
- Work with firm leadership to:
- Refine brand standards and processes
- Vet and implement new advisor tools and technology
- Systematize advisor career development paths
This is a high-level explanation of the duties. The likelihood of change and the degree of change is high.
Desired Qualifications
- Bachelor’s degree
- 5-7 years financial services experience, ideally within the asset or wealth management industry with comprehensive financial planning knowledge
- 5 years Financial Advisor experience
- Leadership experience in advisor development or national accounts
- Strong leadership, strategy, and communication skills
- Ability to manage competing priorities and perspectives effectively and with grace
- Demonstrated success in a team-oriented environment
- Ability to think strategically and effectively execute across the organization
- Strong communication and influencing skills
Job Skills
- Coaching, training, and mentoring
- High emotional intelligence and listening skills
- Time management
- Problem-solving and critical thinking
- Leadership
- Empathy
- Collaboration
- Attention to detail
- Mental flexibility
- Self-leadership
- Conflict management & resolution
- Sales training and business development
- CFP® knowledge preferred
- Understanding social styles and value proposition