VP, Advisor Solutions

The Opportunity

We are seeking a VP, Advisor Solutions to serve as a senior relationship leader and strategic partner for our independent financial advisor client. This role focuses on delivering proactive practice management guidance to enhance advisor productivity, profitability, and scalability.

At a Glance

• Compensation - $150,000 - $175,000 annual salary
• Location - Atlanta, GA 30345
• Benefits - Health, Dental, Vision, and Life Insurance, as well as 401(k), 15 days PTO, Short & Long Term Disability, and AFLAC
• Travel: Required for advisor business reviews
• Focus -Advisor Affiliation & Pipeline Management

Your Impact

• Relationship Management: Build deep, trusted partnerships with advisors and their teams as their primary strategic lead.
• Business Intelligence: Maintain comprehensive knowledge of advisor business models, demographics, and growth initiatives (travel required).
• Practice Consulting: Deliver proactive counsel on business development, operational efficiency, technology, and succession planning.
• Strategic Alignment: Partner with the Investment Solutions team to align product sourcing with advisor demand and market trends.
• Firm Advocacy: Drive advisor engagement and adoption of firm initiatives, platform enhancements, and available resources.
• Cross-Functional Collaboration: Coordinate with Operations, Compliance, and leadership to align firm policies with the advisor experience.
• Communication Governance: Review and approve advisor-facing communications to ensure brand alignment and strategic intent.
• Community Leadership: Lead the Strategic Advisory Council and foster community through workshops, webinars, and best-practice sharing.
• Event & Marketing Strategy: Collaborate with Marketing to develop conference content and articulate the firm’s value proposition.
• Technology Oversight: Provide strategic input on advisor-facing software and vendor relationships to maximize utility.
• Cultural Leadership: Contribute to a high-performance culture through collaborative thought leadership and a focus on advisor success.

The Must-Haves:

• Experience: Minimum 10 years in the securities or wealth management industry.
• Industry Background: Experience with independent advisors, RIAs, or broker-dealer environments.
• Credentials: FINRA Series 7, 63, 65/66 (Highly Preferred); CFP or ChFC (Bonus).
• Consulting Skills: Demonstrated ability to serve as a strategic business consultant with strong business acumen.
• Specialization: Prior experience in practice management or relationship management leadership.

The "Bonus Points":

• Technical Savvy: Proficiency with industry software and advisor technology platforms.
• Registrations: Relevant securities registrations.
• Communication: Exceptional verbal, written, and presentation skills, with the ability to influence others.

Why Join This Team?

You will work at the intersection of strategy and execution. This isn't a high-volume call center environment; it’s a strategic sales and consulting role where you collaborate directly with the Transition and Marketing teams to ensure every new advisor you bring on is set up for long-term success.