Senior New Advisor Development Consultant
About The Position
The New Advisor Development Senior Consultant will onboard, train, coach, consult and develop new financial advisors, with focus on our Associate Financial Advisors (AFA). The position will assist in the design, deployment and management of the AFA training program and initiatives based needs of the business. The position will guide new advisors through business and practice management activities, guide new advisors in their implementation of activity tracking and in creating, executing on and measuring the results of growth strategies. The position will lead the AFA strategy and mentor and set the program standard of excellence for the consultant position.
Requirements
- Four year college degree + financial services or investment industry experience
- 10+ years in a role that provides direct instruction or guidance to employees, such as training, coaching or business support
- 10+ years of program or project management experience
- Broad knowledge of RBC systems, processes and products or the ability to learn new systems quickly and independently
- Strong interpersonal skills, including being comfortable facilitating or speaking in front of large groups and influencing multiple levels within the organization
Nice To Haves
- Workday administration
- Series 7 and 66 licensures
- Experience as a financial advisor or in a role coaching financial advisors
Responsibilities
- Coach and guide 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.
- Lead, facilitate and deliver workshops and programs for new financial advisors.
- 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.
- Work closely with other members of the Field Advancement 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 and other department initiatives.
- Provide guidance to teams and lead advisors on hiring, managing compensation, cultivating, motivating and coaching new financial advisors.
- Partner with recruiting and field leaders on training, onboarding resources, policies and procedures.
Benefits
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
