Financial Advisor Coach

3 weeks ago

Franklin, United States Elite Advisor Network Full time

Financial Advisor Coach


Position Overview 

Are you passionate about fostering transformational change and driving exceptional outcomes? We are thrilled to announce the opportunity for a full-time Financial Advisor Coach to join our team. We seek a Financial Advisor Coach to spearhead our commitment to excellence and innovation. As a key player on our team, you will be instrumental in sculpting success stories and propelling our clients toward becoming elite financial advisors.


Key Outcomes 

The Financial Advisor Coach is responsible for providing support, guidance, and training to financial advisors. This role involves helping advisors enhance their skills, improve client interactions, and grow their business. The coach will work closely with advisors to identify challenges and develop coaching plans. Your function will own the following outcomes: 


  1. Training and Development: Conduct training sessions for financial advisors on various topics such as investment strategies, client communication, business development, and financial planning.
  2. One-on-One Coaching: Offer tailored coaching to advisors, aimed at addressing their specific development areas and emphasizing accountability. This involves guiding new members through onboarding, conducting thorough business assessments, and establishing clear Key Performance Indicators (KPIs). 
  3. Performance Monitoring: Track and analyze the performance of financial advisors, providing feedback and recommendations for improvement.
  4. Client Relationship Management: Assist advisors in enhancing their client relationship skills, including understanding client needs, effective communication, and building trust.
  5. Business Strategy Consulting: Help advisors develop and implement effective business strategies to attract and retain clients, and increase revenue.
  6. Networking and Community Building: Encourage and facilitate networking among financial advisors to share best practices and industry trends.
  7. Lead conversions into the community & event ticket sales


Experience 

  • Excellent communication, interpersonal, and coaching skills.
  • Ability to analyze performance metrics and provide constructive feedback.
  • Problem-solving and strategic thinking.
  • Empathy and the ability to motivate and inspire others.
  • Adaptability to work with a diverse range of individuals.
  • Strong organizational and time management skills.


Application Instructions 

If you’d like to be considered for this role, please submit the following via email to april@eadvisornetwork.com: Cover letter, PDF of your resume.


Answer the following questions: 

1. Why do you think you are the best fit for this position? 

2. How would you describe your coaching style?

3. Can you give an example of a successful outcome from your coaching?

4. How do you tailor your coaching methods to suit different learning styles or

    experience levels?

5. How do you measure the success of your coaching?

6. Can you provide an example of a difficult situation you encountered while

    coaching an advisor and how you resolved it?

7. Can you give an example of how you have led a team or a group of advisors

    towards a common goal?


If you think you’ve got what it takes to be the newest addition to the EAN team, we want to hear from you 


Want to learn a little bit more about us? Keep reading 


What We Do 

The Elite Advisor Network exists to help financial professionals recognize and reach their full potential, faster. We are actively building a community where we inspire and educate financial professionals nationwide through live training, digital programs, and a membership community. 


We are a fast-growing company that has created a fun and productive culture. We work hard and have fun together because there is a balance to our success. 


Meet Our Founder 


Sten Morgan, CFP, CHFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning when he was just 25 years old and was named a “40 under 40” advisor by Investment News at the age of 30. He is also the host of Becoming an Elite Advisor, a successful podcast that reaches thousands of advisors and industry leaders every week. 


Our Values 

Deep Purpose - Purpose fuels passion. Know your why.

Curiosity - Wisdom begins in wonder. New mindset, new results.

Generosity - Value kindness over reward in your words and actions.

Extreme Ownership - Whether success or failure, own everything. Blame nothing.

Tenacity - Find solutions, not excuses. The key to growth is massive action.


Team Perks 

We're fast-paced and rapidly growing. Our team is full of talented and motivated individuals who are passionate about coming to work. But these awesome perks help just a little too: 


The Benefits 

Competitive compensation with bonus opportunities

Flexible work schedule, PTO, along with paid holidays 

Generous 401K Program


Compensation 

Base plus commission


*US based applicants only*

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