Managing Partner, Wealth Advisor

As the Managing Partner, Wealth Advisor, you will be responsible for managing other wealth advisors within a practice or team-based service delivery model. Performs considerable short and long-term planning, scheduling, and coordination of wealth advisor resources. Responsible for the growth and development of direct reports. Accountable for assisting with the planning and management of budget, including delivery of end results for the advisory practice.

**How You Will Spend Your Time:**

Role Specific Job Duties:

+ Lead a team of Wealth Advisors
+ Set the strategic direction and establish priorities of the local wealth advisor practice
+ Develop, manage, and execute on the business plan for the advisor practice
+ Establish KPI’s for the practice that will allow the team to measure and monitor success
+ Align resources in the practice with the business plan
+ Manage practice performance, regularly updating the associate 9-box and develop specif...