Affirm Wealth Advisors is seeking a senior growth leader to help shape the next chapter of our firm’s expansion. This role is designed for an experienced leader who has built, scaled, and led growth within a wealth management environment and wants to play a meaningful role in building something enduring.
If you’ve already led growth at a high level and are looking for a place where you can build, not just manage, this role may be a strong fit.
About Affirm Wealth Advisors
Affirm Wealth Advisors is a $1.2B wealth management firm with a multi-office presence in Arizona and a long track record as a Chairman’s Advisory Council practice within Ameriprise. We are focused on a clear 10-year vision centered on scaling the firm, elevating advisor performance, and building durable growth systems for the long term.
The Role
The Head of Growth & Advisor Development will be responsible for driving organic growth, improving advisor productivity, and building scalable growth systems across the firm. This role reports directly to the CEO and partners closely with leadership, advisors, and marketing to ensure consistent execution and long-term results.
This is a senior leadership role with real influence, intended for someone who has already led at a high level and wants to help shape how a firm grows.
Who You Are:
Senior leader with 10+ years of experience coaching advisors and leading growth within a broker-dealer, RIA, or wealth management firm (former advisor background strongly preferred)
Proven track record of building and scaling growth systems
Comfortable holding advisors accountable and driving performance
Strategic thinker who also enjoys execution
Strong communicator who can influence across leadership, advisors, and partners
Builder mindset with the patience and discipline to create durable systems
Key Job Responsibilities:
Build and lead a structured advisor growth cadence across the firm
Increase advisor productivity and consistency in activity, follow-up, and conversion
Drive firm-wide pipeline discipline and accountability
Lead a weekly execution and accountability rhythm focused on advisor commitments and outcomes
Partner closely with Marketing to align campaigns, lead strategy, and advisor execution, with the opportunity to further integrate growth and marketing functions over time
Develop and maintain growth dashboards and KPIs; proactively identify gaps and recommend adjustments
Coach advisors through 1:1s, performance reviews, and corrective action when needed
Support recruiting efforts and help build a long-term advisor pipeline
Assist with sourcing and advancing potential succession and acquisition opportunities, partnering with the CEO to close transactions and supporting execution post-close
Support onboarding and integration of new advisors
Maintain a regular communication cadence with the CEO and leadership team
What This Looks Like in Practice:
Running weekly growth and execution meetings
Coaching advisors on pipeline health, conversion, and follow-through
Reviewing growth metrics and forecasts to spot issues early
Partnering with Marketing on upcoming campaigns and advisor execution plans
Spending time building relationships with prospective advisors and future partners
Meeting regularly with the CEO to align on priorities, risks, and opportunities
Compensation & Benefits:
Competitive executive-level compensation, including base salary and performance-based incentives. Expected base range of $175,000–$275,000, with total compensation dependent on experience, scope, and impact. Comprehensive benefits package included.
Work Style:
This role requires a high level of in-person leadership and presence, based primarily in the Peoria, AZ office, with periodic travel to other firm locations.
About the Process:
Our hiring process is intentionally thoughtful and selective. Final candidates will be asked to complete a Culture Index assessment as part of the evaluation process.
Affirm Wealth Advisors is an equal opportunity employer. Our Mission Statement is focused on the premise that “Everyone deserves to work with a trusted advisory team to help them feel more confident about their financial future.”
How are we different than other financial advisory firms?
It’s our culture. A culture that allows for and supports true care of our clients and team. A culture that creates inspiration for its team to be the best it can be on behalf of our clients through honesty, integrity, balance, and fun. That’s how we differentiate ourselves from others. Because of our culture, we were recently recognized in 2024 as one of Investment News' Best Places to Work for Financial Advisors. When we add like-minded, values-based team members like yourself to our growing team, we gain strength in continuing to fulfill our mission of being an inclusive environment and in helping more people gain confidence for their financial future. In this position you will work with a team that was recognized as one of Forbes Best-in-State Wealth Management Teams from 2023-2025.
Background:
Affirm Wealth Advisors has been a financial advisory practice for more than 30 years. It rates among the top 1% of all Financial Advisory Practices at Ameriprise Financial Services, LLC. Matt MacLean, CFP®, ChFC®, CRPC®, CEO/Private Wealth Advisor is also a member of the Chairman’s Advisory Council. He has been named among the Forbes Best-in-State Wealth Advisors, Five Star Wealth Managers and the Phoenix Business Journals Books of Lists for Investment Advisors. Matt’s business partner, Steve Harnden, CFP®, CPA is also a Private Wealth Advisor and has been named to the Barron’s, Financial Times, and Forbes lists of Top Advisors. In addition, our Team includes ten Financial Advisors, a licensed Director of Operations, a licensed Business Development Director, a licensed Investment Manager, four other Client Support Specialists (two licensed), two Operations Managers (one licensed), a Marketing Director, Administrative Assistant and two Directors of First Impressions. We are located at 7992 W. Thunderbird Rd., Ste. 110 in Peoria, 2484 E. River Rd. in Tucson and 400 W. Fry Blvd., Ste. 7 in Sierra Vista. You can learn more about our Team at www.affirmwealthadvisors.com.
Benefits:
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Relocation assistance
Vision insurance
Application Question(s):
Have you managed or coached advisors and sales teams at an executive level? If so, how many direct reports?
Have you held a role where you were responsible for setting growth strategy, not just executing someone else’s plan?
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time