Consultant, Advisor Development

As a Consultant, Advisor Development, you will provide expert guidance and training to financial advisors, helping them build stronger businesses and achieve better outcomes. You will deliver consultations, workshops, and educational programs focused on practice management, business strategy, and operational efficiency. This role is crucial in supporting advisor success, fostering relationships, and driving the adoption of valuable resources.

• Consult with financial advisors on practice management topics
• Deliver presentations, workshops, and educational sessions
• Develop and refine advisor tools and resources
• Collaborate with internal teams to support advisor development
• 3-7 years of financial services experience with advisor exposure
• Strong presentation, facilitation, and communication skills