Director of Advisor Development & Leadership

Jamba Juice; Dayton (OH); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical coverage

Life insurance $50k

401(k) with company match

Paid holidays

PTO

Job summary

Private Wealth Management Practice is seeking a Director of Advisor Development to lead coaching, training, and performance accountability for Financial Advisors and Associate Financial Advisors. Reporting to the Managing Partner, this role strengthens advisor skills and results in delivering an exceptional client experience through comprehensive advice and effective client communication.

The ideal candidate has 7+ years in financial services with leadership experience and meaningful insurance

Qualifications

• Seven or more years of progressive financial-services experience including advisor, sales, practice management, field leadership, training, or development responsibilities.
• Minimum of five years of demonstrated people leadership, coaching, or advisor-development experience.
• Meaningful insurance experience and ability to coach advisors on protection strategies within a financial plan.
• Track record of developing early-career professionals and creating accountability without sacrificing trust or engagement.

Responsibilities

• Provide overall leadership for advisor development and drive progress against strategic measures related to comprehensive advice, financial-plan conversion, net flows, and brand standards.
• Conduct weekly or biweekly one-on-one coaching sessions with advisors and facilitate group coaching or mentor sessions when appropriate.
• Build and deliver a dedicated educational curriculum for newly appointed Associate Financial Advisors, including onboarding, skill development, and readiness milestones.
• Lead and participate in regular structured accountability sessions that translate priorities into measurable execution.
• Use SMART goals, performance data, and direct observation to identify execution gaps and help advisors create practical action plans.
• Develop, implement, and improve a comprehensive advisor development and training program, drawing on internal and industry resources.

Skills

People leadership

Coaching

Training

Facilitation

Communication

Performance management

Job description

Private Wealth Management Practice is seeking a Director of Advisor Development to lead coaching, training, and performance accountability for Financial Advisors and Associate Financial Advisors. Reporting to the Managing Partner, this role strengthens advisor skills and results in delivering an exceptional client experience through comprehensive advice and effective client communication.

The ideal candidate has 7+ years in financial services with leadership experience and meaningful insurance