Advisor Development Consultant

Overview

What is the opportunity? The New Advisor Development Consultant will onboard, train, coach, consult and develop new financial advisors in years 1-5, with a deep focus on our Associate Financial Advisors. The position will assist in the design, deployment and management of the AFA training program and initiatives based on the changing complexity and needs of the business. The position will guide new advisors through business and practice management activities including but not limited to asset gathering, sales, business planning, building a brand, effective communication, value proposition, segmentation and client service.

In addition, the position will guide new advisors through the teaming lifecycle – considering teaming, joining a team and team health. The position will guide new advisors in their implementation of activity tracking and in creating, executing on and measuring the results of growth strategies. The position will assist in the development of workshops and other consulting, coaching and training activities as determined in partnership with the New Advisor Development Senior Consultant.

What is the opportunity? (continued) The New Advisor Development Consultant will onboard, train, coach, consult and develop new financial advisors in years 1-5, with a deep focus on our Associate Financial Advisors. The position will assist in the design, deployment and management of the AFA training program and initiatives based on the changing complexity and needs of the business. The position will guide new advisors through business and practice management activities including but not limited to asset gathering, sales, business planning, building a brand, effective communication, value proposition, segmentation and client service.

In addition, the position will guide new advisors through the teaming lifecycle – considering teaming, joining a team and team health. The position will guide new advisors in their implementation of activity tracking and in creating, executing on and measuring the results of growth strategies. The position will assist in the development of workshops and other consulting, coaching and training activities as determined in partnership with New Advisor Development Senior Consultant.

Provide proactive and reactive coaching, consulting and training to new financial advisors (60%)

• Coaching and guiding new advisors on skills and knowledge needed to begin and enhance their career as a financial advisor.
• Serve as a mediator, facilitator and consultant with advisors and teams through a process which focuses on efficiency, growth, communication and leadership.
• Work with others in the department, field leadership and regional consulting teams to identify and work with target new financial advisors.
• Proactively identify opportunities for increased effectiveness and efficiency with new financial advisors and provide coaching related to those specific opportunities.
• Provide direction and support in the onboarding and orientation of new financial advisors, items such as licensing, training courses, documenting activities, policies, procedures, resources, etc.
• Act as a resource to field leadership relative to new advisor business development.
• Document activities and engagements.

Develop and lead workshops, calls and events (20%)

• Lead, facilitate and deliver workshops and programs for new financial advisors.
• Provide energy, excitement and motivation when hosting and facilitating new advisor training and development offerings.
• Meet with and screen external partners including presenters, speakers, content providers.
• Ensure that all training programs and initiatives are marketed to the appropriate audiences in a way that drives engagement and adoption. Lead and provide consistent internal communication regarding training offered.

Develop, deliver and project manage training for key new advisor initiatives/programs (20%)

• Work closely with other members of the Advice and Solutions team to share best practices and to discuss challenges and solutions.
• Contribute to the use of metrics, benchmarks and regular reporting to track progress and business results for coaching engagements…