Join a predominantly female-led firm where fresh thinking and real collaboration is valued at every level.
About the Role:
AdviceOne is growing, and we're looking for a special person to lead a team within our Operations department. Someone who has never led an operations team, but led or managed people in a different industry and has a natural knack for it.
We recently developed a manager who came to us from a retail background in personal and commercial selling, with a gift for developing salespeople wherever they went. At our insistence, they had absolutely zero financial services experience. Today, that person successfully manages all Advisors-in-Training at our firm. We're looking for someone with that very same potential. Our sweet spot is more than 2 years leading, but absolutely no more than 6. We want to teach you our way, not un-teach another firm's.
We're really looking for a culture fit, and we think this is a pretty cool opportunity. You bring the leadership mindset and the culture fit. We'll teach you the rest.
Responsibilities include:
Our Operations Manager will lead and develop the team that drives all processes both client-facing and behind the scenes that enable our firm to run smoothly. Here's what really matters: this person has to thrive on developing people. We're a team-managed firm, and we grow by growing our people.
About You:
About AdviceOne:
AdviceOne is a growing advisory firm that specializes in retirement decisions and asset management for clients. Join a team with a strong, women-led presence, within a firm that values fresh thinking and real accountability at every level. We're fee-only and act in a fiduciary capacity for our clients.
About Balance:
About Benefits:
Check out our culture at AdviceOneRetirement.com/About/Careers
No phone calls please.
Job details are sourced from the employer's original posting.
Open job postingAbout the company
AdviceOne provides financial advisory and consulting services to businesses and individuals.