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Director of Education

2 months ago

Denver, United States EA Buck Financial Services Full time

E.A. Buck is a fast-growing wealth management company (RIA) with dual headquarters in Denver and Honolulu. We're seeking a talented Director of Education & Financial Planning to join our growing team The applicant must have a proven track record of success training, coaching and mentoring Financial Advisors. Hands-on experience with equities, fixed income, annuities (FIA's) and life insurance solutions required. Our ideal candidate will be organized, self-directed and have outstanding communication skills. Ability to work autonomously but also thrive in a highly collaborative corporate culture is a must. Candidate will be based in Denver, Colorado.

NOTE: Only people currently living in Colorado will be considered for this role.

Salary / Benefits Package:

  • Compensation range of $120-150k per year. Dependent on Experience & Skills.
  • Competitive benefits package including 100% employer paid health, dental and vision insurance. Eligibility to enroll in health savings account, flexible savings account, and more.
  • Paid vacation (PTO) and paid holidays.
  • Join our mission-driven company and partake in 401k with generous matching

Responsibilities:

  • Train Financial Advisors in-person and virtually on a variety of topics including financial planning, solutions, client engagement and processes.
  • Coach and mentor both new and tenured Advisors.
  • Support Vice Presidents and Managers in leading their teams.
  • Create and update processes, instructional material and training curriculum.
  • Conduct educational workshops to prospective clients.
  • Other miscellaneous tasks and projects as required.

Job Requirements:

  • 5+ years of financial services experience.
  • Deep background in Annuities (specifically FIA's) and Life Insurance.
  • Series 65 licensed or Series 7 & 66 combined.
  • Strong communication and public speaking skills.
  • Candidate should be goal-oriented, self-directed, flexible and have strong organizational skills.
  • Computer proficient; experience with financial planning software is a plus.
  • Job offer is contingent upon successful completion of a background investigation, inclusive of fingerprinting and reference checks.