Lead Advisor Development Manager

Focus Financial Partners

United States
**
Advisory or financial planning background
Detail-oriented service mindset
Collaborate with leadership teams
** Focus Financial Partners is seeking a Lead Advisor Development Manager to enhance learning experiences for advisor associates. The role involves collaboration with the Advisory Leadership Team to identify training needs, develop resources, and facilitate learning sessions. **

Job Summary

  • The Lead Advisor Development Manager is responsible for the development, administration, and execution of various learning experiences for Focus advisor associates.
  • This role requires an individual with an advisory or financial planning background who is detail-oriented, service-minded, and willing to adapt in a fast-changing environment.
  • The position offers a hybrid work schedule requiring 3 days in office per week with flexibility to work remotely 2 days.

Matching Summary

Match Score: 75

** Focus Financial Partners is seeking a Lead Advisor Development Manager to enhance learning experiences for advisor associates. The role involves collaboration with the Advisory Leadership Team to identify training needs, develop resources, and facilitate learning sessions. **

Skills & Requirements

Must-have

  • Advisory or financial planning background
  • Detail-oriented service mindset
  • Collaborate with leadership teams

Nice-to-have

  • Willingness to adapt in fast-changing environment
  • Facilitate weekly learning sessions
  • Build relationships with subject matter experts

Key Requirements

  • Bachelor's degree required
  • Advisory or financial planning background

Work Rights

Not specified

Tailored Resume

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