Jobs

    Director of Advisory Services - California, United States - Willow Creek Wealth Management

    Willow Creek Wealth Management
    Willow Creek Wealth Management California, United States

    1 week ago

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    Description

    About the job

    Are you ready to lead a team of dynamic advisors in shaping the financial futures of our clients? Willow Creek Wealth Management, nestled in the heart of Northern California, is seeking a visionary Director of Advisory Services to spearhead our mission of empowering individuals and families to achieve their financial goals. As the driving force behind our advisory team, you'll bring not only a wealth of experience in coaching and direct client engagement but also an infectious energy that inspires excellence at every turn. We're looking for someone with a proven track record of leading successful teams and a knack for strategic management.

    Do you consider yourself a respected coach? In this executive level role, you will provide leadership, coaching, and expertise to our team of eight talented Wealth Advisors while mentoring and developing our next generation. You will also serve as a key interface between our Operations Team, Advisor Team, and Executive Committee, where you will play an important role in implementing strategic initiatives and overseeing people, processes, and services.

    If you are a seasoned financial services professional with a passion for leadership and a drive to excel in a cohesive, team-oriented environment, join us at Willow Creek and let's chart a course to success together.

    Job Summary

    • Lead and manage the advisory team, providing guidance, mentorship, and support to ensure optimal performance and client satisfaction.
    • Collaborate with senior leadership in strategic planning initiatives to drive the growth and success of the firm.
    • Oversee the delivery of high-quality investment management and financial planning services to clients.
    • Stay abreast of industry trends, market developments, and regulatory changes to inform decision-making and enhance service offerings.
    • Manage the business development process, pipeline oversight, and goals accountability.
    • Participate in Marketing Committee and Content Review Panel.
    • Drive the evolution of the client experience.
    • Lead the talent acquisition process within the Advisor team.

    What do we have to offer you?

    • A fantastic opportunity to lead a talented team and help shape the strategic direction of our organization.
    • A family friendly workplace which promotes policies and practices that genuinely support employees to thrive at work and at home.
    • We are committed to the equity, diversity and inclusion principles of humility, accountability, collaboration, and integrity.
    • A highly flexible hybrid work environment.
    • A competitive benefits package, including health, dental, and vision insurance, profit sharing plan, 401(k) plan, and the opportunity for equity ownership.

    Requirements That Are Important to Us

    • Exceptional interpersonal, communication and presentation skills, both written and verbal.
    • 6+ years of relevant experience in financial services.
    • Deep understanding and direct experience with all service offerings.
    • Bachelor's degree.
    • Excellent organization, prioritization, and time management skills.

    Please send cover letter and resume to

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