Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $207,000 per year
- Opportunity to participate in a bonus program and sales incentives, with total compensation potentially exceeding base salary
- Flexible Time Off (FTO) program allowing for paid time away from the office without a set number of days
- Pension eligibility for long-term financial security
- Option for in-office, hybrid, or remote work arrangements based on location and preference
- Chance to drive a culture of excellence and develop high-performing teams in the financial services sector

What to Expect (Job Responsibilities):
- Develop and implement a comprehensive training and mentorship strategy aligned with business goals
- Improve advisor efficiency through best practices in planning, advisory, and sales enablement
- Serve as a subject matter expert in financial planning, investment strategies, and regulatory compliance
- Collaborate with leadership and stakeholders to measure and enhance program efficiency
- Report training outcomes and business impact to senior leadership

What is Required (Qualifications):
- 15+ years of experience in Financial Planning and Wealth Management
- 10+ years of experience in adult learning, practice management, and sales coaching
- Certified Financial Planner (CFP) designation along with Series 7, 3, 63, and 65 licenses
- Strong knowledge of wealth management regulations and ethical standards
- Proficiency in developing training programs and coaching sales teams to improve performance

How to Stand Out (Preferred Qualifications):
- Familiarity with sales enablement tools such as Salesforce, HubSpot, and learning management systems (LMS)
- Ability to analyze sales performance data for strategy refinement
- Exceptional verbal and written communication skills for effective training delivery

#FinancialServices #TrainingDevelopment #CareerOpportunity #FlexibleWork #SalesEnablement

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