Growth & Development Manager, Virtual Advice - Hybrid (Financial Advice): Leading a local team of nationally licensed advisors serving clients across all 50 states with an accent on consultative sales, financial advice, coaching, and team development. Focus on building a high-performing advisor organization, implementing advice and client service strategies, and solving performance, process, compliance, and cross-functional leadership challenges.
Location: Hybrid; onsite at the downtown Minneapolis, Minnesota office 2–3 days per week. Advisors serve clients across all 50 states.
Salary: $94,389–$127,703 per year.
Company
hirify.global helps people be wise with money and live balanced and generous lives.
What you will do
Lead a local team of nationally licensed Virtual Advice advisors and drive individual and team sales, productivity, and performance goals.
Build local culture, conduct daily and weekly coaching, and support advisors through case work and occasional client calls.
Manage business planning, performance expectations, staffing, interviewing, selection, onboarding, training, and retention.
Implement advice strategy, client service models, practice management standards, and continuous feedback processes.
Facilitate career pathing and development conversations while collaborating with leadership, training, human resources, legal, compliance, and other departments.
Identify and implement improvements involving training, technology, processes, client service, channel conflicts, and regulatory requirements.
Requirements
Bachelor’s degree in business, management, or a related field, or equivalent experience.
Prior financial advisor experience and multiple years leading a team of eight or more.
Eligibility for Securities and Insurance licensing in all states and D.C.; FINRA Series 7 and 63/65 or 66, along with Life/Health Insurance licenses, must be obtained within 120 days of hire or transfer.
Experience with financial planning, investment and insurance products, and consultative sales models such as Integrity Selling.
Ability to lead change in a fast-paced environment and collaborate within a team to achieve results.
Strong belief in the organization’s core values and mission, with a driven, client-centric, and results-oriented mindset.
Excellent communication and organizational skills, with an outgoing, positive, and empathetic demeanor.
Experience working in a virtual or hybrid environment.
Nice to have
Advanced designation such as CFP®, ChFC, or CLU.
Salesforce experience.
Familiarity with Money Guide Pro or similar financial planning tools.
Culture & Benefits
Mission-driven, team-oriented culture focused on client service, shared accountability, operational excellence, and continuous improvement.
Medical, dental, and vision insurance, health savings account, flexible spending account, and disability insurance may be offered.
401(k), pension, life and accidental death and dismemberment insurance, and supplemental protection insurance may be offered.
20 days of paid time off, sick and safe time, 10 paid company holidays, volunteer time off, and paid parental leave may be offered.
Employee assistance and well-being benefits may be offered, along with various bonus and incentive programs.
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