Resident Director – Wealth Management
Merrill Lynch Wealth Management
We 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.
This 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.
Key Responsibilities
* Provide day-to-day leadership for an office of approximately 20 Financial Advisors
* Lead by example through continued personal production and business development
* Coach, mentor, and develop Financial Advisors to help increase productivity and grow client relationships
* Help recruit, retain, and develop high-performing advisors and teams
* Promote a collaborative, accountable, and performance-driven office culture
* Partner with market leadership on office growth and strategic initiatives
* Support advisors with practice management, business development, and client acquisition strategies
* Maintain a strong focus on risk management, supervision, and regulatory compliance
* Serve as a visible leader and resource for Financial Advisors and support staff
Required Qualifications
* $1 million+ in annual production
* Active FINRA Series 7
* Active FINRA Series 9
* Active FINRA Series 10
* Demonstrated success as a Financial Advisor or wealth management professional
* Strong leadership, coaching, and relationship-management skills
* Proven ability to develop business and attract high-net-worth client relationships
* Ability to balance personal production with leadership and supervisory responsibilities
Ideal Candidate
The 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.
This 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.
The 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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