We have other current jobs related to this field that you can find below
-
Financial Advisor
7 days ago
Franklin, United States Vaco Full timeOur client located in Franklin, TN is seeking a Financial Advisor to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the financial services industry! The Financial Advisor is a permanent opportunity with an onsite schedule. Responsibilities: Develop and maintain long-term relationships...
-
Financial Advisor
1 week ago
Franklin, United States Vaco Full timeOur client located in Franklin, TN is seeking a Financial Advisor to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the financial services industry! The Financial Advisor is a permanent opportunity with an onsite schedule. Responsibilities:Develop and maintain long-term relationships...
-
Executive Vice President and Financial Advisor
2 weeks ago
Franklin, United States CapWealth Full timeCompany Overview:CapWealth is a leading Registered Investment Advisor (RIA) firm based in Franklin, TN, dedicated to providing comprehensive financial planning and investment management services. Our mission is to help clients achieve their financial goals through personalized and strategic financial advice. We pride ourselves on our client-centric approach,...
-
Executive Vice President and Financial Advisor
2 weeks ago
Franklin, United States CapWealth Full timeCompany Overview:CapWealth is a leading Registered Investment Advisor (RIA) firm based in Franklin, TN, dedicated to providing comprehensive financial planning and investment management services. Our mission is to help clients achieve their financial goals through personalized and strategic financial advice. We pride ourselves on our client-centric approach,...
-
Regional Sales Executive
24 hours ago
Franklin Furnace, Ohio, United States Ameriprise Financial Services, Inc. Full timeJoin Our Team as a Regional Sales Director Are you prepared to spearhead sales initiatives, enhance advisor participation, and oversee product strategies? We are in search of a Regional Sales Director to become a vital part of our organization at Ameriprise Financial Services, Inc. This role provides a competitive annual salary of $99,800 with opportunities...
-
Crop Advisor
3 weeks ago
Franklin, United States J.R. Simplot Full timeThe J.R. Simplot Company is a diverse, privately held organization, with roots firmly planted in agriculture and agriculture-related businesses. The J.R. Simplot Company is a true farm-to-table company with operations that touch every aspect of agriculture, including seed production, farming and ranching, plant sciences, fertilizer manufacturing, food...
-
Market Director
2 months ago
Franklin, United States UBS Full timeYour role Are you driven by the desire to deliver exceptional client service? Are you a leader of change, always making sure your people and processes are fit for the future? We're looking for a Market Director to: • create a vision and business development strategy for Franklin, TN • coach financial advisors to deliver excellent client service, drive...
-
Sr. Director
4 weeks ago
Franklin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Part of a team of financial, legal and tax professionals that designs plans and implements solutions for clients with complex planning needs. Provides in-depth case consultations and strategies, synthesizes key...
-
Customer Financial Advisor I
6 days ago
Franklin, Tennessee, United States Fifth Third Full timeJoin Our TeamBecome a part of our dynamic team as a Retail Personal Banker I and embark on a rewarding journey in the financial sector. You will participate in an extensive training program lasting between 4 to 8 weeks, which encompasses practical experience in various areas including operations, sales, and customer service. Training and CertificationUpon...
-
Sr. Director
3 weeks ago
Franklin, United States Northwestern Mutual Full timeJob Description At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Part of a team of financial, legal and tax professionals that designs plans and implements solutions for clients with complex planning needs. Provides in-depth case consultations and strategies,...
-
Sr. Director
3 weeks ago
Franklin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Part of a team of financial, legal and tax professionals that designs plans and implements solutions for clients with complex planning needs. Provides in-depth case...
-
Sr. Director
4 weeks ago
Franklin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Part of a team of financial, legal and tax professionals that designs plans and implements solutions for clients with complex planning needs. Provides in-depth case...
-
Sr. Director
4 weeks ago
Franklin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Part of a team of financial, legal and tax professionals that designs plans and implements solutions for clients with complex planning needs. Provides in-depth case...
-
Residential Lending Advisor
7 days ago
Franklin, Tennessee, United States Truist Financial Corporation Full timeMortgage Loan ConsultantPromote and market Truist's mortgage lending productsFacilitate ongoing referrals of mortgage clients to additional banking servicesAdhere to established bank policies and protocolsInteract with clients to deliver tailored mortgage solutions
-
Project Manager Financial System
2 days ago
Franklin Lakes, United States Indotronix Avani Group Full time6+ years of senior project management, with a minimum of 2+ years working in an agile product release environment.Highly preferred working experience within a Financial and/or Accounting organization.Experience in technology platforms related to accounting or financial forecasting, and knowledge of applications like SAP or JDE is preferred.Highly preferred...
-
Project Manager Financial System
8 hours ago
Franklin Lakes, United States Indotronix Avani Group Full time6+ years of senior project management, with a minimum of 2+ years working in an agile product release environment.Highly preferred working experience within a Financial and/or Accounting organization.Experience in technology platforms related to accounting or financial forecasting, and knowledge of applications like SAP or JDE is preferred.Highly preferred...
-
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
3 months ago
Franklin Park, United States Charles Schwab Full timePosition Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...
-
Financial Operations Manager
6 days ago
Franklin Park, United States Hueman PE Talent Solutions Full timeHueman PE Talent Solutions is currently seeking a qualified remote-based **Financial Operations Manager** for their not-for-profit sector. As a **Financial Operations Manager**, your primary responsibility will be to address the accounting requirements of clients, which include but are not limited to: financial reporting, bank reconciliations, payroll...
-
Financial Operations Manager
24 hours ago
Franklin Park, United States Hueman PE Talent Solutions Full timeHueman PE Talent Solutions is currently seeking a skilled remote-based **Financial Operations Manager** for their not-for-profit sector. As a **Financial Operations Manager**, your primary responsibility will be to address the accounting requirements of the client, which encompasses: financial reporting, bank reconciliations, payroll integration, accounts...
-
Brokerage Services Registered Analyst
1 month ago
Franklin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with a passion for the investment industry? Northwestern Mutual, a leading financial services...
![Elite Advisor Network](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor Coach
1 month ago
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:
- Training and Development: Conduct training sessions for financial advisors on various topics such as investment strategies, client communication, business development, and financial planning.
- 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).
- Performance Monitoring: Track and analyze the performance of financial advisors, providing feedback and recommendations for improvement.
- Client Relationship Management: Assist advisors in enhancing their client relationship skills, including understanding client needs, effective communication, and building trust.
- Business Strategy Consulting: Help advisors develop and implement effective business strategies to attract and retain clients, and increase revenue.
- Networking and Community Building: Encourage and facilitate networking among financial advisors to share best practices and industry trends.
- 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*