- Training and Development: Conduct training sessions for financial advisors on various topics such as investment strategies, client communication, business development, and financial planning.
- One-on-One Coaching: Offer tailored coaching to advisors, aimed at addressing their specific development areas and emphasizing accountability. This involves guiding new members through onboarding, conducting thorough business assessments, and establishing clear Key Performance Indicators (KPIs).
- Performance Monitoring: Track and analyze the performance of financial advisors, providing feedback and recommendations for improvement.
- Client Relationship Management: Assist advisors in enhancing their client relationship skills, including understanding client needs, effective communication, and building trust.
- Business Strategy Consulting: Help advisors develop and implement effective business strategies to attract and retain clients, and increase revenue.
- Networking and Community Building: Encourage and facilitate networking among financial advisors to share best practices and industry trends.
- Lead conversions into the community & event ticket sales
- Excellent communication, interpersonal, and coaching skills.
- Ability to analyze performance metrics and provide constructive feedback.
- Problem-solving and strategic thinking.
- Empathy and the ability to motivate and inspire others.
- Adaptability to work with a diverse range of individuals.
- Strong organizational and time management skills.
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Financial Sales Manager
3 days ago
Equitable Services Columbus, United StatesFinancial Sales Manager - OH, Columbus, Cleveland, Akron PIN_41504 ) · Primary Location : UNITED STATES-OH-Columbus · Other Locations : UNITED STATES-OH-Akron, UNITED STATES-OH-Cleveland · Organization : Equitable Advisors · Description · You are a leader. You have the vision to ...
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Senior Financial Advisor
3 weeks ago
Wright-Patt Credit Union Columbus, United StatesJob Description · Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield regions. Outstanding opportunity to help our member-owners with their financial goals. · The Senior Fin ...
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Financial Sales Manager
2 weeks ago
Equitable Services Columbus, United StatesFinancial Sales Manager - OH, Columbus, Cleveland, Akron PIN\_ · **Primary Location** : UNITED STATES-OH-Columbus · **Other Locations** : UNITED STATES-OH-Akron, UNITED STATES-OH-Cleveland · **Organization** : Equitable Advisors · **Description** · **You are a leader.** You ...
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Life Insurance Agency Builders
1 week ago
Griffin Agency Columbus, United StatesJob Description · Job DescriptionWho We Are: · We are an insurance technology and distribution platform that is transforming the industry. We have developed a paperless, data driven underwriting process that allows us to issue policies in less than one minute. We are one of the t ...
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Griffin Agency Columbus, United StatesJob Description · Job Description · Who We Are : · We are an insurance technology and distribution platform that is transforming the industry. We have developed a paperless, data driven underwriting process that allows us to issue policies in less than one minute. We are one of ...
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Griffin Agency Columbus, United StatesWho We Are: · We are an insurance technology and distribution platform that is transforming the industry. We have developed a paperless, data driven underwriting process that allows us to issue policies in less than one minute. We are one of the top distributors of digital life ...
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Wealth Market Leader
2 days ago
KeyBank Columbus, United StatesJob Description · Location: · 88 East Broad Street - Columbus, Ohio 43215The Wealth Market Leader is responsible for growing sales and assets within a defined territory through a team of Private Client Advisors. The Wealth Market Leader Position requires an aptitude for recruitin ...
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HFA Financial Advisor Senior- Branch
3 weeks ago
Huntington Bancshares, Inc. Columbus, United States· Summary: · The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.Our Financial Advisors partner closely with branch staff to uncover clien ...
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Financial Sales Manager
2 weeks ago
Aztec Columbus, United StatesFinancial Sales Manager - OH, Columbus, Cleveland, Akron (2541) · (PIN_41504) · Primary Location · : · UNITED STATES-OH-Columbus · Other Locations · : · UNITED STATES-OH-Akron, UNITED STATES-OH-Cleveland · Organization · : · Equitable Advisors · Description · You are a ...
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H&M Retail Department Supervisor
2 weeks ago
Columbus Region Columbus, United States**H&M Retail Department Supervisor** · Polaris Pkwy, Columbus, OH, USA · Full-time · Department: H&M · **Job Description** · **Overall Job Summary****:** ADepartment Supervisor is are responsible for supporting the Sales and Profit goals in the store by executing a plan to d ...
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Food Quality
1 week ago
Ecolab Inc. Columbus, United StatesEcolab is seeking a Brand Protection Advisor to join its EcoSure division, an industry leader in brand protection programs, to drive operational excellence and help our clients grow their business. Our associates are valued experts in brand standards, guest experience, food safet ...
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Senior Financial Advisor
1 week ago
Wright-Patt Credit Union Columbus, United StatesWright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield regions. Outstanding opportunity to help our member-owners with their financial goals. · The Senior Financial Advisor (SFA ...
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Griffin Agency Columbus, United StatesJob Description · Job DescriptionWho We Are: · We are an insurance technology and distribution platform that is transforming the industry. We have developed a paperless, data driven underwriting process that allows us to issue policies in less than one minute. We are one of the t ...
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Wealth Strategist
3 weeks ago
Sequoia Financial Group Columbus, United StatesSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us throu ...
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Financial Coach
2 weeks ago
Equitable Advisors LLC Columbus, United StatesEquitable Advisors · The Financial Professional(FP) career is a relationship-driven role that provides the opportunity to help individuals and families make financial decisions towards living a fulfilled life. Equitable Advisors believe in teamwork, collaboration, and rewarding ...
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H&M Retail Department Manager
2 weeks ago
Columbus Region Columbus, United States**H&M Retail Department Manager** · 1500 Polaris Pkwy, Columbus, OH 43240, USA · Full-time · Department: H&M · **Job Description** · **Last Updated:** 2/23/2021 · **Overall Job Summary:** ADepartment Manager is responsible for supporting the Sales and Profit goals in the st ...
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Sales and Service Leader
1 week ago
LVMH Columbus, United States Full timePoste · Sales and Service Leader - Full Time · Profil · Job ID: · Store Name/Number: OH-Polaris · Address: 1500 Polaris Parkway, Columbus, OH 43240, United States (US) · Hourly/Salaried: Hourly (Non-Exempt) · Full Time/Part Time: Full Time · Position Type: Regular · Your R ...
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Sales and Service Leader
1 week ago
Sephora Columbus, United States Full timeJob ID: · Store Name/Number: OH-Easton Town Center · Address: 4174 The Strand, Columbus, OH 43219, United States (US) · Hourly/Salaried: Hourly (Non-Exempt) · Full Time/Part Time: Full Time · Position Type: Regular · Your Role at Sephora: As a Sales and Service Leader, you' ...
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Sales Associate
2 weeks ago
Tapestry Columbus, United StatesCoach is a leading design house of modern luxury accessories and lifestyle collections, with a long-standing reputation built on quality craftsmanship. Defined by a free-spirited, all-American attitude, the brand approaches design with a modern vision, reimagining luxury for toda ...
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Financial Center Manager I
3 weeks ago
First Financial Bancorp Columbus, United StatesWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written · If you are interested and qualified for this role, we invite you to apply. · The Financial Center Manager I will be responsible f ...
Financial Advisor Coach - Franklin, United States - Elite Advisor Network
Description
Financial Advisor Coach
Position Overview
Are you passionate about fostering transformational change and driving exceptional outcomes? We are thrilled to announce the opportunity for a full-time Financial Advisor Coach to join our team. We seek a Financial Advisor Coach to spearhead our commitment to excellence and innovation. As a key player on our team, you will be instrumental in sculpting success stories and propelling our clients toward becoming elite financial advisors.
Key Outcomes
The Financial Advisor Coach is responsible for providing support, guidance, and training to financial advisors. This role involves helping advisors enhance their skills, improve client interactions, and grow their business. The coach will work closely with advisors to identify challenges and develop coaching plans. Your function will own the following outcomes:
Experience
Application Instructions
If you'd like to be considered for this role, please submit the following via email to Cover letter, PDF of your resume.
Answer the following questions:
1. Why do you think you are the best fit for this position?
2. How would you describe your coaching style?
3. Can you give an example of a successful outcome from your coaching?
4. How do you tailor your coaching methods to suit different learning styles or
experience levels?
5. How do you measure the success of your coaching?
6. Can you provide an example of a difficult situation you encountered while
coaching an advisor and how you resolved it?
7. Can you give an example of how you have led a team or a group of advisors
towards a common goal?
If you think you've got what it takes to be the newest addition to the EAN team, we want to hear from you
Want to learn a little bit more about us? Keep reading
What We Do
The Elite Advisor Network exists to help financial professionals recognize and reach their full potential, faster. We are actively building a community where we inspire and educate financial professionals nationwide through live training, digital programs, and a membership community.
We are a fast-growing company that has created a fun and productive culture. We work hard and have fun together because there is a balance to our success.
Meet Our Founder
Sten Morgan, CFP, CHFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning when he was just 25 years old and was named a "40 under 40" advisor by Investment News at the age of 30. He is also the host of Becoming an Elite Advisor, a successful podcast that reaches thousands of advisors and industry leaders every week.
Our Values
Deep Purpose - Purpose fuels passion. Know your why.
Curiosity - Wisdom begins in wonder. New mindset, new results.
Generosity - Value kindness over reward in your words and actions.
Extreme Ownership - Whether success or failure, own everything. Blame nothing.
Tenacity - Find solutions, not excuses. The key to growth is massive action.
Team Perks
We're fast-paced and rapidly growing. Our team is full of talented and motivated individuals who are passionate about coming to work. But these awesome perks help just a little too:
The Benefits
Competitive compensation with bonus opportunities
Flexible work schedule, PTO, along with paid holidays
Generous 401K Program
Compensation
Base plus commission
*US based applicants only*
Financial Advisor Coach professionals in Columbus
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Bryan Calhoun
Adult Learning Professional Designer Facilitator