Advisor Development Coach

Advisor Development Coach

Requirements

• Bachelor’s Degree (B.A.) and a minimum of three (3) years of industry experience in performance management.
• Knowledge of working structure, policies, mission and strategies of the organization.
• Knowledge of operational processes and procedures of assigned functional areas.
• Knowledge of adult learning theory.
• Knowledge of concepts, principles and practices of the financial services industry.
• Knowledge of fundamental concepts, practices, and procedures in education and training.
• Knowledge of financial markets and products.
• Skill in using appropriate interpersonal styles and communicating effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives.
• Skill in establishing and communicating clear directions and priorities.
• Skill in incorporating needs, wants and goals from different business unit perspectives into training plans.
• Skill in balancing conflicting resources and priority demands.
• Skill in gathering information, identifying linkages and trends and applying findings to operations.
• Skill in reading, interpreting, analyzing and applying technical and compliance information.
• Skill in attending to detail while maintaining a big picture orientation.
• Skill in staying current in operational issues and training best practices.
• Skill in generating enthusiasm and influence, motivating and persuading others to achieve desired levels of customer service.
• Skill in planning, assigning, monitoring, reviewing, evaluating and leading the work of others; coaching and mentoring others.
• Skill in working independently or within a team environment.
• Skill in resolving problems and using independent judgment in making decisions.
• Skill in interpreting and applying policies and identifying and recommending changes as appropriate.
• Skill in analyzing training materials and learner information.
• Skill in preparing instructional sites.
• Skill in managing the learning environment and delivering effective instruction.
• Skill in responding to learner needs for clarification or feedback.
• Skill in providing positive reinforcement and motivational incentives.
• Skill in selecting and using appropriate instructional methods and media.
• Skill in evaluating learner performance and reporting evaluation information.
• Skill in evaluating instructional delivery.
• Skill in operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.

Responsibilities

• Delivers, implements, and maintains learning programs and materials specific to the PCG branch office training and accountability needs.
• Assist with identifying training needs and requirements with management.
• Analyzes and develops training needs and creates and develops solutions.
• Help facilitate coaching and training programs to managers and/or large groups of associates.
• Participates in development programs to increase training support.
• Balances conflicting resources and priority demands.
• May coach and mentor new and experienced financial advisors and branch associates.
• May coach branch managers.
• May provide feedback to branch managers on trainee progress during training class.
• Prepares and delivers written and oral presentations to various levels in the firm.
• Interprets and applies organizational policies and procedures.
• Participates in establishing objectives and developing processes and procedures to ensure efficient and timely workflow.
• Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as needed.
• Performs other duties and responsibilities as assigned.

Preferred Qualifications

• SIE (provided that an exemption or grandfathering cannot be applied) preferred but not required
• FINRA Series 7 preferred but not required