Director of Advisory Services

Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security.

RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment. 

The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible.

Job Description:

The Director of Advisory Services for Retirement Planners will lead and manage a team of Retirement Planners, as well as oversee RPOA Insurance Group. This individual will be responsible for driving the growth of AUC by coaching their team on best practices of gathering outside assets from existing clients, acquiring new client referrals, and controlling disbursements. The role also includes overseeing the operational aspects of Retirement Planning services, including, but not limited to, compensation, client services, and ensuring that all aspects of our service offerings are fully optimized for the benefit of our clients. This role will report to the Chief Revenue Officer under Advisory Services.

Job Responsibilities:

Leadership & Management

• Lead, mentor, and manage a team of Retirement Planners, ensuring that they meet their goals related to Organic Growth and Household retention.
• Foster a high-performance culture focused on client satisfaction, revenue growth, and continuous improvement.

Asset Gathering & Client Growth

• Develop and implement strategies to maximize Wallet gathering from existing clients.
• Drive initiatives to increase client referrals, working closely with Retirement Planners to identify and capitalize on referral opportunities.
• Oversee disbursement maintenance strategies, ensuring they are in line with client goals and regulatory requirements.

Operational Excellence

• Ensure the effective delivery of client services by managing processes, resolving escalations, and overseeing the operational workflow.
• Monitor and analyze performance metrics, providing regular reports to senior management and identifying areas for improvement.
• Ensure all Retirement Planning services are delivered in compliance with relevant regulations and company policies.
• Collaborate with other departments (e.g., marketing, operations, etc.) to ensure a cohesive approach to client services and business growth.

Job Qualifications:

Education:

• Bachelor’s Degree or 7 years of relevant industry experience

Experience & Skills:

• Strong background in financial advising, sales, advisor development, and/or client service
• One or more of the following preferred:
• Current IAR designation
• FINRA Series 65, or a combination of Series 66 and Series 7
• Other relevant financial designations
• Proficient presentation and facilitation skills with the ability to engage and inspire diverse personalities and experience levels.
• Strong interpersonal skills with the ability to build credibility and trust with advisors and leadership.
• Attention to detail, adaptability, and the ability to manage multiple training initiatives simultaneously.
• Applicants must be authorized to work in the United States without sponsorship.