Role Overview
The Regional Practice Growth Consultant is a high-impact advisor coach and change leader responsible for helping a dedicated group of Financial Advisors strengthen their commercial mindset, deepen client relationships and deliver measurable organic growth.
What You Will Do
Coach approximately 15 Financial Advisors through individualized goals, development plans, and regular accountability, and help advisors increase organic growth through outside-asset capture, deeper client relationships, referrals, and client advocacy.
Why It Might Be a Fit
Success depends on credibility, relationship building, and the ability to influence experienced advisors without positional authority.
Requirements
- 10+ years of experience in financial services
- 5+ years of experience coaching, developing or leading Financial Advisors and/or Financial Consultants
- Demonstrated success in advisor development, sales leadership, practice growth or field enablement
- Strong knowledge of financial planning, investment management and the commercial dynamics of an advisory practice
- Strong relationship-building, influencing, communication, presentation and facilitation skills
- Ability to establish credibility and lead behavioral change without direct or positional authority
- Commercial and sales acumen, supported by disciplined execution and analytical capability
- Series 65 license, or an equivalent Series 7 and Series 66 combination
To apply for this job please visit linkedin.com.
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