Remember, there are many ways to structure your practice and your staff so take this job description and mold it to fit your own specifications. You simply want to think it through first, and then hire the right person!
Ron Carson is founder and CEO of Carson Wealth Management Group, a comprehensive wealth planning firm, and founder of Peak Advisor Alliance, the largest advisor coaching program in the country. He also co-authored the practice management book Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice and its revised second edition Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor.
Ellen Konsdorf, an Executive Business Coach at Peak Advisor Alliance, contributed to this article. She consults and coaches financial advisors across the country, and helps them implement the proven tactics and strategies taught by Peak Advisor Alliance. With her extensive corporate finance background, Ellen specializes in helping advisory offices tackle the human capital challenges they face on a daily basis.