The Practice Management & Growth Consulting organization supports advisors through programs, solutions, coaching, and consulting
Job Summary
The Practice Management & Growth Consulting organization supports advisors through programs, solutions, coaching, and consulting.
This role involves supporting branch managers and financial advisors in training and accountability initiatives, acting as a liaison between development programs and branch offices.
Responsibilities include delivering learning programs, identifying training needs, facilitating coaching sessions, and preparing presentations to various levels within the firm.
Matching Summary
The Practice Management & Growth Consulting organization supports advisors through programs, solutions, coaching, and consulting.
Skills & Requirements
Must-have
Adult learning theory
Financial services industry concepts
Training program implementation
Coaching financial advisors
Develop training solutions
Nice-to-have
Inspire professional growth
Achieve desired outcomes
Client-first focus
Continuous evolution contribution
Authentic self expression
Key Requirements
3 years of industry experience in performance management
Bachelor's Degree in Business Administration, Education, or Human Resources Management