Advisor Practice Growth Consultant

Capital Group; Denver (CO); On-site; USD 120,000 - 180,000; Full time

Job summary

Capital Group is seeking an Advisor Practice Management Consultant to guide learning for financial advisors and deliver expert consulting across top firms. You will travel with the sales force, present at meetings, and help develop cutting-edge practice management curricula.

Ideal candidates bring 15+ years in financial services, strong communication skills, and FINRA licenses. A master's or bachelor’s degree is required, with a passion for training and advisor success.

Qualifications

• Undergraduate or master's degree required.
• Minimum 15 years in the financial services industry.
• Experience as a financial advisor or investment salesperson.
• Excellent communication and presentation skills.
• Experience speaking about PM topics.
• Ability to travel extensively and mentor advisors.
• FINRA Series 7 and 66 licenses or equivalent required.

Responsibilities

• Consulting: Guided learning experience for financial advisors.
• Deliver presentations, workshops, and consulting to top financial advisors, COIs, and partner firm leadership teams.
• Travel with sales force members across national accounts and regional teams.
• Represent Capital Group in leadership, moderation, and subject matter expertise at broker dealer meetings.
• Moderation and consulting at Capital Advisor Forum events, webinars, and podcasts.
• Participation in national and regional sales meetings.
• Development of new practice management curricula and experiences.
• Development of industry-leading PM curricula and resources.

Skills

Public speaking

Presentation skills

Team collaboration

Curriculum development

Travel readiness

Education

Bachelor's or Master's degree

Job description

Capital Group is seeking an Advisor Practice Management Consultant to guide learning for financial advisors and deliver expert consulting across top firms. You will travel with the sales force, present at meetings, and help develop cutting-edge practice management curricula.

Ideal candidates bring 15+ years in financial services, strong communication skills, and FINRA licenses. A master's or bachelor’s degree is required, with a passion for training and advisor success.