Identify training needs and gaps specific to advisor growth within the organization and create strategies to address them
Design and deliver tailored training materials, workshops, and sessions to enhance advisor skills and knowledge in areas such as client acquisition, financial planning, and relationship management
Implement a compensation structure within Advisor Growth Program to incentivize advisor growth and productivity
Manage a team of ten individuals responsible for executing various aspects of the Advisor Growth Program
Evaluate the effectiveness of the Advisor Growth Program through feedback, assessments, and performance metrics
Collaborate with department heads and stakeholders to ensure the development program meets the unique needs of our advisors
Establish strong controls and operations to identify risks and efficiencies
Stay current on industry trends and best practices in advisor training, development, and compensation
Required qualifications, capabilities, and skills
Series 7 and Series 66 required
At least 10 years business and sales experience in wealth management
Proven leadership/coaching experience and ability to effectively partner with others
Expertise in Financial Planning and delivering a goals-based approach to investing
Deep investment, product and capital markets knowledge
Ability to effectively communicate complex concepts simply
Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
Strong presentation skills to individuals and large groups