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Head of Advisor Sales

Charlotte, NC

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

The Head of Advisor Sales is a senior leadership role responsible for driving growth across a national network of financial advisors. This leader owns advisor sales execution, recruiting, and coaching, with accountability for building a disciplined, high performing advisor sales organization. As a member of the Wealth Advisory Leadership Team, this role partners closely with Practice Management, Advisor Enablement, Advanced Planning, Platform & Innovation, and Growth to drive adoption, change, and a differentiated advisor and client experience. 

This role is ideal for a proven wealth management leader who thrives at the intersection of sales leadership, advisor development, and growth execution, and who enjoys coaching advisors to achieve consistent, measurable results. The Head of Advisor Sales will have a direct impact on advisor growth, sales execution, and ensure that advisors are coached, supported, and are utilizing all firmwide resources that are available to them to help them achieve these goals. 

Primary Responsibilities:

Lead Advisor Sales Strategy & Execution 

  • Own and execute the firmwide advisor sales and growth strategy.
  • Establish consistent sales frameworks, pipeline management standards, and performance expectations.
  • Define and track KPIs tied to advisor productivity, pipeline health, and organic growth.
  • Lead a disciplined sales operating cadence including pipeline reviews and forecasting. 

Recruit, Develop, and Retain Advisors 

  • Lead experienced advisor recruiting efforts and build a strong external talent pipeline.
  • Support advisor onboarding and transitions to drive faster time to productivity.
  • Partner internally to support long term advisor engagement and retention. 

Coach and Develop Advisors 

  • Serve as a coach first leader focused on improving advisor performance.
  • Coach advisors and sales leaders on prospecting, client engagement, sales conversations, and execution.
  • Establish scalable coaching rhythms that elevate performance across the advisor network.
  • Foster a culture of accountability, learning, and continuous improvement. 

Drive Growth Through Advanced Planning 

  • Partner with advanced planning specialists to position sophisticated planning as a growth differentiator.
  • Enable advisors to identify and convert complex planning opportunities.
  • Increase utilization of tax, estate, insurance, and business planning capabilities to deepen client relationships. 

Partner Across the Firm 

  • Collaborate with practice management, enablement, technology, and marketing teams to support growth initiatives.
  • Serve as the voice of the field to ensure tools, programs, and processes improve advisor effectiveness.
  • Lead adoption and change management for new sales and growth initiatives 

Basic Qualifications:

  • Bachelors degree required from an accredited university, preferably in Wealth Management, Personal Wealth Planning, Finance, Business Administration, or a related field
  • 15+ years of leadership experience in wealth management or financial services.
  • Proven success leading advisor sales, distribution, practice growth, or recruiting organizations.
  • Demonstrated track record of driving organic growth across multilocation advisor teams.
  • Strong sales coaching orientation with experience driving advisor behavior change.
  • Ability to influence and collaborate across a complex, regulated organization.
  • Series 65 license or equivalent required, or willingness to complete the license within 90 days of start if current certifications do not cover the requirement 

Preferred Skills:

  • Experience in an RIA, independent broker dealer, or advisor platform environment.
  • Strong understanding of advanced planning and complex client strategies.
  • Professional credentials such as CFP®, CFA®, CPA, CPWA®, or CIMA® 

Employee Benefits 

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: 

  • Competitive salary and bonus plan 
  • Competitive medical, dental, and vision plans 
  • Basic life and disability coverage 
  • 401(k) matching program 
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave 

​​Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. 

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