Palo Alto, CA
Industry: Accounting, Finance & Insurance•
5 - 7 years
Posted 194 days ago
Department: Financial Advisor Career Development – Academic Training Leader
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.