Director of Financial Planning & Development - Denver, CO
Advisor Talent Solutions, Denver, Colorado, United States, 80285
Position: Director of Financial Planning & Development
Firm: EA Buck Financial Services
Location: Denver, CO
Overview:
Buck Wealth Management
located in
Denver, CO
is seeking a highly motivated and detail-oriented Director of
Financial Planning & Development . In this role you will educate prospective clients in-person and virtually workshops and educational events as well as monthly Breakfast Club and Lunch-and-Learn webinars.
The Director of Financial Planning & Development will develop and deliver training programs for new and existing Private Wealth Planners and New Business Developers within our firm. In addition, the Director of Financial Planning & Development will coach and mentor Planners and New Business Developers at E.A. Buck and FBMS working closely with them to achieve and maintain quarterly and annual sales goals and viable intro conversions.
What you'll do:
Training
- Train FBMS and E.A. Buck Advisors in-person and virtually on a variety of topics including EPIC planning, EPIC onboarding, EPIC cultivation, and support software NAT Fast-Track
- New Advisor Training (NAT) program - coordinate with Regional Vice Presidents and organize and facilitate 90-Day Fast Track Program for new Advisor onboarding Continuous Improvement
- Stay abreast of new developments internal and external to our company, and periodically update and improve our educational curriculum, collateral and resources Professional Improvement
- Engage in activities to foster ongoing professional development and improvement. Licensing
- Maintain all licenses and credentials required to serve clients as an Advisor Continuing Education
- Complete all required continuing education Host weekly mentoring and coaching sessions with the planners (1 hour mentoring, 1 hour coaching, and 1 hour developing of New Business Developers) Create coaching and mentoring material and maintain up to date content for the coaching and mentoring program Participate in the weekly planners meeting with coaching, mentoring, and accountability areas of focus Track KPI's for the various regions and support RVPs in leading their respective teams Benefits:
401k with generous matching 100% employer paid insurance (health, vision, dental) Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more Paid holidays PTO Hours:
In office: Monday-Friday, 8am-5pm Work occasional evenings and weekends and attending events may be required This job may require occasional travel outside of the local area and overnight stays
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Firm: EA Buck Financial Services
Location: Denver, CO
Overview:
Buck Wealth Management
located in
Denver, CO
is seeking a highly motivated and detail-oriented Director of
Financial Planning & Development . In this role you will educate prospective clients in-person and virtually workshops and educational events as well as monthly Breakfast Club and Lunch-and-Learn webinars.
The Director of Financial Planning & Development will develop and deliver training programs for new and existing Private Wealth Planners and New Business Developers within our firm. In addition, the Director of Financial Planning & Development will coach and mentor Planners and New Business Developers at E.A. Buck and FBMS working closely with them to achieve and maintain quarterly and annual sales goals and viable intro conversions.
What you'll do:
Training
- Train FBMS and E.A. Buck Advisors in-person and virtually on a variety of topics including EPIC planning, EPIC onboarding, EPIC cultivation, and support software NAT Fast-Track
- New Advisor Training (NAT) program - coordinate with Regional Vice Presidents and organize and facilitate 90-Day Fast Track Program for new Advisor onboarding Continuous Improvement
- Stay abreast of new developments internal and external to our company, and periodically update and improve our educational curriculum, collateral and resources Professional Improvement
- Engage in activities to foster ongoing professional development and improvement. Licensing
- Maintain all licenses and credentials required to serve clients as an Advisor Continuing Education
- Complete all required continuing education Host weekly mentoring and coaching sessions with the planners (1 hour mentoring, 1 hour coaching, and 1 hour developing of New Business Developers) Create coaching and mentoring material and maintain up to date content for the coaching and mentoring program Participate in the weekly planners meeting with coaching, mentoring, and accountability areas of focus Track KPI's for the various regions and support RVPs in leading their respective teams Benefits:
401k with generous matching 100% employer paid insurance (health, vision, dental) Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more Paid holidays PTO Hours:
In office: Monday-Friday, 8am-5pm Work occasional evenings and weekends and attending events may be required This job may require occasional travel outside of the local area and overnight stays
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com