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Titles for Advisors

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Aug 6, 2009 1:41 am

Hi All! Thanks for all of the input thus far…We are adding a new advisor to our team.  Do you mind sharing some of the titles you use in your practice? Investment Advisor Representative is a little dry and they aren’t quite VP level.

Thanks in advance!
Aug 6, 2009 1:47 am

Churn-n-burn as in Joe “Churn-n-burn” Sixpack!

Aug 6, 2009 2:02 am

NICE Titles GUYS!!! hee hee…I was thinking something a little less Madoff…

Aug 6, 2009 2:29 am

titles are for one’s personal vanity.  Wasn’t just about everyone a VP for the business card?

Aug 6, 2009 2:38 pm

I’ve seen associate VP, Director, associate director, assoc parter. If he didn’t have a title before, give him an assoc VP and he will be happy as a clam.

Aug 6, 2009 4:55 pm

I joined a team atmosphere and they gave me Asst Vice President… Title was unimpressive to me but some clients think it is a major deal…

Aug 6, 2009 7:03 pm

Quote Communication Specialist

or   Rapid Transaction Analyst  
Aug 6, 2009 7:10 pm

We call ours BFD’s.

Aug 6, 2009 7:26 pm

Associate Sales Specialist.

Aug 7, 2009 1:06 am

Thank you for all of the feedback! Although it may seem trivial, clients eat it up…I like AVP.

Aug 7, 2009 4:23 am

“Junior Product Salesman”

  Just kidding.   I think AVP is a bit pretentious before the company has at least 50 people. AVP is effectively the equivalent of 2nd Lieutenant  or Lieutenant, Junior Grade in the services. This suggests that they would have at least 10-20 or so people that they outranked in the organization.   I think simply, "Associate" or "Associate Partner" would be appropriate. The term indicates professional, but indicates that they're junior to someone else and not a principal.   Just my two cents...
Aug 8, 2009 1:21 am

CCBW always looks nice.

In all seriousness, though, Associate Vice President, Divisional Vice President etc. should do it.