Practice Manager / Director of Operations

Job Description

RFG Advisory is seeking a quick start, high energy individual, that excels in a team environment for our partner in Shreveport, Louisiana. WFA requires a highly skilled financial professional with quantifiable success operating within a fast-growing, service-oriented wealth management firm. The ideal candidate will complement our commitment to teamwork and a hands-on approach to servicing the client. This role is instrumental in nurturing client relationships and developing relationships with prospects. We offer a business casual environment with some work-from-home flexibility. This opportunity offers a salary with a full benefits package and bonus potential based on performance of the individual and the practice.

Essential Duties

  • Manage day to day operations for four experienced advisors and lead a three-person administrative team
  • Understand both advisory and brokerage client asset investments
  • Review and provide guidance on strategies and action plans for implementation of financial plans/annual reviews
  • Prepare complex financial plans
  • Prepare, coordinate, and follow through on any needed correspondence with new or existing clients
  • Handle client servicing issues in a timely manner
  • Oversee existing love affair marketing initiatives
  • Implement strategic projects (such as opening new offices, acquiring a retiring advisor’s practice and helping to recruit Advisors to WFA)
  • Maintain a strong commitment to teamwork and contribute to the overall success of the company.
  • Required attributes: motivated, self-starter, attention to detail, people oriented, strong leadership skills

Minimum Requirements

  • Bachelor’s Degree from an accredited 4-year University
  • Must currently hold series 7, 63, and 65 or 7 and 66 licenses
  • Proficiency in current Microsoft Office software applications
  • Must be able to work in Shreveport, LA
  • Working knowledge of Financial Planning software such as Money Guide Pro
  • Managerial experience a plus
  • 5+ years of industry experience
  • Strong Organizational Skills
  • This is a full-time position. The expectation is for a minimum of four days a week in the office and one day a week work from home. Office hours are Monday through Thursday, 8:00am - 5:00pm and Friday 8:00am - 4:00 pm. Occasional evening and weekend work may be required as job duties demand.

Benefits

  • Competitive Salary
  • Health, Dental and Vision Insurance with company stipend
  • 401(k) + Safe Harbor contribution
  • Short-term and Long-term Disability + Life Insurance
  • Dependent Care FSA and Medical FSA
  • Generous PTO, Company Holidays & Charitable Workday
  • Maternity/Paternity leave

About Us:

RFG Advisory is an innovator in the wealth-management industry. Recognized by Investment News as a 2021 and 2022 Best Places to Work for Financial Advisers, our team of A-players have a servant heart and a warrior mindset. What drives our success is a team of professionals from a diverse spectrum of industries who work together to foster independence of Financial Advisors across the country.

WFA is a fast-growing, innovative independent wealth management firm. Our advisors pride themselves on building trusting relationships with their clients. That starts with listening. Everyone has their story, and we believe that each financial life plan should reflect that uniqueness. We take a personalized approach to working with our clients. Our motto is plan, invest, inspire.

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.