Team Growth Program Consultant

Willenborg Wealth Management

Base salary or wages; + compensation (cash or equi...
Hybrid
Financial services coaching experience
Advisor accountability and behavior change
Team-based advisory business models
The role serves as a strategic accountability partner to ensure financial advisors successfully integrate and utilize Team Growth Advisors

Job Summary

  • The role serves as a strategic accountability partner to ensure financial advisors successfully integrate and utilize Team Growth Advisors.
  • Candidates must drive behavior changes by holding senior advisors accountable for delegation models and team-based growth strategies.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

The role serves as a strategic accountability partner to ensure financial advisors successfully integrate and utilize Team Growth Advisors.

Salary

Base salary or wages; Additional compensation (cash or equity) and discretionary bonuses possible; Benefits package eligible

Skills & Requirements

Must-have

  • Financial services coaching experience
  • Advisor accountability and behavior change
  • Team-based advisory business models
  • Adult learning and curriculum execution
  • Facilitation of difficult conversations

Nice-to-have

  • Systems thinking for team dynamics
  • Influence without direct authority
  • Strategic partnership with leadership
  • High-pressure multi-project management

Key Requirements

  • Bachelor's degree in related discipline
  • Minimum 5 years coaching/consulting in financial services
  • 10 to 15 years general work experience
  • Obtain FINRA Series 7 License within 6 months
  • Obtain Certified Corporate Coach designation within 1 year

Work Rights

Not specified

Tailored Resume

Cover Letter