Complex Director, California
$120,000–$150,000 year
On-site · San Francisco, California, United States or Los Angeles, California, United States
Job Summary
Complex Director to own and accelerate growth across a defined California territory (excluding Sacramento) across a multi-office complex with full P&L accountability. Responsible for driving revenue and asset growth by executing a strategic plan focused on advisor and client acquisition, retention, and productivity, while building high-performing teams and leveraging strong operational partnerships to scale impact. Leads branch and associate managers, advisors, and partnerships with operations staff; recruits, implements onboarding and ramp-up plans, and drives profitable organic growth through coaching, performance management, and adherence to brand standards and compliance.
Required Qualifications
- Bachelor’s degree or equivalent experience
- 7-10 years of experience in financial services
- Proven leadership skills and ability to inspire and coach others
- Active FINRA Series 7
- Active FINRA Series 24, or S9/10
- Active State Securities Agent Registration (S63 or S66)
- Active IAR Registration (S65 or S66)
- Active Life and Variable Contracts insurance licenses
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