Academic Training Leader, FA Career Development

Salary depends on experience
Posted on 07/10/18
Palo Alto, CA
5 - 7 years experience
Accounting, Finance & Insurance
Salary depends on experience
Posted on 07/10/18

Opportunity Overview

Department:  Financial Advisor Career Development – Academic Training Leader

Description: 

Do you have a desire to shape someone's professional development in the earliest stages of their career? Are you a results-driven, team-oriented professional who is passionate about facilitating discussions, delivering training and providing one-on-one coaching?

If so, the Academic Training Leader (ATL) position in the Financial Advisor Career Development (FACD) program could be the right opportunity for you!
 
ATLs are focused on leading and developing successful Financial Advisors capable of deeply serving client needs.

This is achieved through the delivery of training and application experiences, which use education, exercise, and implementation of learned skills to build and refine Financial Advisor competencies.

ATLs provide training, facilitation and coaching through group interactions and one-on-one relationships, and are instrumental in shaping the future of Financial Advisors and the FACD program.
 
Key Responsibilities:
 

  • Work as part of a cohesive team to equip Financial Advisors with knowledge and skills through training, coaching and professional development
  • Develop one-on-one relationships with Financial Advisors in the FACD program to provide a tailored experience
  • Use active, discussion-based facilitation to engage various learning styles
  • Lead projects that support department goals; identifies and implements process improvement
  • Engage and communicate with the firm's regional leadership teams
  • Set performance expectations and check weekly results; provide accountability, documentation, and communication of performance data with key stakeholders

Position Requirements

Requirements:

  • Series 7, 66, and Insurance license preferred prior or obtained within the first 10 weeks of hire with a one-time testing policy; dedicated study time, calendar, and materials will be provided
  • 5+ years training or facilitation experience
  • A bachelor's degree in a business-related field is preferred
  • Training/Adult Learning experience and/or a sales background is highly desirable
  • Knowledge of the financial industry is a plus Occasional travel could be required not to exceed 25% of the time.
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