Head of Advisory

Head Of Advisory Services

We are seeking a visionary Head of Advisory Services to lead Earned's expanding multidisciplinary advisor platform through its next chapter of strategic growth. Reporting directly to the COO, this leader will be responsible for shaping and executing our long-term advisory team visiondriving scale across service lines such as wealth management, tax planning, and financial strategy. This individual will be the key architect of Earned's integrated advisory experience for physicians and dentists, overseeing a national team and ensuring operational excellence and client value creation. Thus, this role is highly strategic.

The Head of Advisory Services will spearhead advisor team strategy, structure, and retention, while cultivating a culture of performance, collaboration, and impact. The ideal candidate combines big-picture vision with the ability to influence across diverse financial disciplines, has experience scaling teams in roll-up or large enterprise environments, and is driven by purpose and long-term equity value. This is an opportunity to drive transformational impact, deliver measurable value creation, and position Earned as the long-term platform of choice for medical professionals nationwide.

Key Responsibilities

• Shape and scale Earned's multi-disciplinary advisory platform across wealth, tax, and planning services; define long-term strategy and execution roadmap.
• Design team structure, compensation models, and performance frameworks that enable scale while preserving culture and service quality.
• Lead cross-functional teams with emotional intelligence and influence, building cohesion across advisors, planners, tax professionals, and operations.
• Drive integration efforts for new service lines or acquired teams, ensuring consistency in client experience and alignment with platform strategy.
• Recruit, retain, and develop high-performing advisor talent, fostering a purpose-driven culture focused on excellence and client outcomes.
• Collaborate with the leadership team on broader platform growth initiatives, including market expansion and operational efficiencies.
• Represent the advisory platform in board and investor discussions, articulating vision, performance, and strategic priorities.
• Instill operational rigor through tooling, systems, and best practices that support scale, accountability, and continuous improvement.
• Ensure business outcomes are aligned with long-term value creation, optimizing for both service quality and financial growth.

Key Requirements

Benefits