Job Description

Job DescriptionResident Director – Wealth Management\n\n\nMerrill Lynch Wealth Management\n\n\nWe are seeking an accomplished Financial Advisor and proven leader to serve as a Resident Director, overseeing a well-established wealth management office consisting of approximately 20 Financial Advisors.\n\n\nThis is a producing leadership position designed for an experienced advisor who can lead from the front. The ideal candidate brings a strong personal production record, demonstrated leadership ability, and the credibility to coach and develop successful Financial Advisors while continuing to grow their own practice.\n\n\nKey Responsibilities\n\n\n* Provide day-to-day leadership for an office of approximately 20 Financial Advisors\n\n* Lead by example through continued personal production and business development\n\n* Coach, mentor, and develop Financial Advisors to help increase productivity and grow client relationships\n\n* Help recruit, retain, and develop high-performing advisors and teams\n\n* Promote a collaborative, accountable, and performance-driven office culture\n\n* Partner with market leadership on office growth and strategic initiatives\n\n* Support advisors with practice management, business development, and client acquisition strategies\n\n* Maintain a strong focus on risk management, supervision, and regulatory compliance\n\n* Serve as a visible leader and resource for Financial Advisors and support staff\n\n\nRequired Qualifications\n\n\n* $1 million+ in annual production\n\n* Active FINRA Series 7\n\n* Active FINRA Series 9\n\n* Active FINRA Series 10\n\n* Demonstrated success as a Financial Advisor or wealth management professional\n\n* Strong leadership, coaching, and relationship-management skills\n\n* Proven ability to develop business and attract high-net-worth client relationships\n\n* Ability to balance personal production with leadership and supervisory responsibilities\n\n\nIdeal Candidate\n\n\nThe strongest candidate will already be a successful producer who wants to take the next step into a significant leadership position without stepping away from the advisor business.\n\n\nThis individual should have the presence and credibility to lead an office of approximately 20 Financial Advisors while maintaining $1M+ in personal production. We are looking for someone who believes the most effective way to develop high-performing advisors is to lead by example.\n\n\nThe Resident Director will play a critical role in building the culture of the office, developing its advisors, driving organic growth, and maintaining the high standards expected within a leading wealth management organization.

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