Advisor Career Development Associate Branch Manager
: Job Details :

Train ACD advisors through a standardized training curriculum to become proficient at acquiring financial planning clients through the six key activities, mastering scripts, overcoming objections and phone clinics. Coach and motivate advisors to be persistent, to deal with rejection, to manage ups and downs of the business. Identify coaches, set expectations, and demonstrate-observe-confirm their skills in providing meeting coverage for new advisors. Ensure advisors are achieving their goals through accountability reviews, escalating performance issues, and gaps to leadership. Required Qualifications. Bachelors degree or equivalent . - 5 years relevant experience required with a proven track record of success. Active FINRA Series 7. Active State Securities Agent Registration (S 63 or S 66). Active State IAR Registration (S 65 or S 66). Active Life and Variable Contracts insurance licenses. Maintain appropriate registrations to provide oversight on broker/dealer operations and develop a...Advisor, Branch Manager, Associate, Development, Financial Planning, Manager, Banking