INDEPENDENT ADVISOR ALLIANCE
Our Mission
At Independent Advisor Alliance, we help independent business owners execute their vision. IAA provides the tools, resources, and support they need to build successful, sustainable practices. Our mission is to foster a community of growth, innovation, and collaboration, enabling advisors to focus on what they do best - serving their clients.
WHAT WE OFFER
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Competitive Salary & Benefits
IAA offers a comprehensive compensation package, including health and retirement benefits.
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Fast-Paced Learning Opportunities
In our smaller work environment, you'll gain hands-on experience and quickly develop new skills as the company scales.
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Hybrid Work Schedule
Enjoy flexibility with a blend of remote work and in-office collaboration, allowing you to manage your time and stay connected with the team.
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Autonomy & Ownership
Take ownership of projects from start to finish, allowing for greater creative control and responsibility.
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Work-Life Balance Support
Maintain balance with generous paid time off and paid holidays, ensuring you have the flexibility to recharge and spend time on what matters most.
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Collaborative Team Environment
Get exposure to various aspects of the business by collaborating across multiple departments, broadening your skillset and experience.
JOIN OUR TEAM
Explore our open career opportunities.
Director of Advisor Success
The Director of Advisor Success will play a critical role in supporting and enhancing the relationships between IAA and its network of financial advisors. This individual will serve as the primary point of contact for advisors, ensuring their needs are met and fostering long-term. mutually beneficial partnerships. The ideal candidate will possess a deep understanding of the financial services industry, excellent communication skills, and a proactive approach to problem solving.
Director of Transitions
The Director of Transitions will work closely with the Business Development team to guide prospective IAA advisors through onboarding, ensuring a smooth and efficient transition process. This role involves designing customized plans that help advisors quickly leverage IAA’s tools and resources, facilitating their business success. The Director of Technology will manage the entire transition process, collaborating with advisors, their teams, and IAA’s leadership to deliver a seamless experience. Key responsibilities include problem-solving, navigating complex situations, and driving continuous improvements to enhance the onboarding journey. The ideal candidate is client-focused, collaborative, and thrives in a dynamic environment.
If the position above doesn’t suit you, but you’re interested in working for IAA, please submit your resume to keep on file for future opportunities. Don’t forget to check our career page regularly for new openings!
Currently, there are no open positions available at IAA. However, we encourage you to submit your resume to keep on file for future opportunities. Please fill out the form below and select your department of interest.
