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Natural Investments / Smart & Soulful Money Logo
Natural Investments / Smart & Soulful Money

Louisville, Kentucky

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Blake Schutter Theil Wealth Advisors, LLC Logo
Blake Schutter Theil Wealth Advisors, LLC

Dayton, Ohio

Life By Design Investment Advisory Services Logo
Life By Design Investment Advisory Services

Dana Point, California

Ameriprise - Paragon Wealth Advisors Logo
Ameriprise - Paragon Wealth Advisors

Seattle, Washington

Bessemer Trust

Seattle, Washington

Portfolio Advisors, Inc. Logo
Portfolio Advisors, Inc.

Fresno, California

WSDD CPAs, Ltd.

Chicago, Illinois

Mountain America Credit Union Logo
Mountain America Credit Union

Sandy, Utah

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Director of Advisory
We are seeking a Director of Advisory to lead and elevate our Advisory team. This role will be responsible for managing our team of Senior Financial Planners and Financial Planners, ensuring consistent delivery of high-quality advice, development of scalable processes, and a culture of accountability and growth. While this role includes strategic-level client engagement, its primary focus is building a durable, high-performing advisory function that consistently raises the bar. This is a role for someone who sees both people and systems clearly, and who has the discipline and credibility to align them in service of outstanding client outcomes. You build frameworks that others can run with. You think in systems and act through people. This is a leadership role with clear accountab


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