Financial Advisor Practice Growth Coach (Hybrid)

Ameritas; Lincoln (NE); Hybrid; USD 106,000 - 175,000; Full time

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Incentive program bonuses

Competitive pay

Flexible hybrid work

Thrive Days

PTO

Health benefits

Job summary

You will collaborate with sales, education, and onboarding teams, supervise continuity and succession planning, and travel across the United States to support clients while leveraging Salesforce to track progress and outcomes.

Qualifications

• 4+ years of experience consulting with financial advisors and/or financial services practices.
• Bachelor's Degree or equivalent combination of education and experience.
• Strong facilitation, coaching, and consultative skills with the ability to influence outcomes.
• Series 6/7 required; Series 7 and 66 desired.
• Willingness to travel 25%–50% of the time.

Responsibilities

• Lead regional practice management initiatives to drive advisor growth through coaching, education, and strategic business planning.
• Consult with advisors and firms to improve performance via growth, efficiency, marketing, recruiting, and organizational development.
• Design and deliver advisor development programs, including workshops, study groups, cohorts, and coaching.
• Develop, implement, and enhance practice management tools and resources to boost revenue and operations.
• Advise on continuity, succession, and acquisition planning for sustainability.
• Collaborate with Education & Development and Onboarding teams to accelerate growth and success.
• Partner with leaders and wholesalers to identify growth opportunities and expand adoption of services.
• Utilize Salesforce and other systems to manage engagement and measure outcomes.

Skills

Facilitation

Coaching

Consultative skills

Travel readiness

Education

Bachelor's Degree or equivalent

FINRA Series 6/7 preferred

Tools

Salesforce

Job description

You will collaborate with sales, education, and onboarding teams, supervise continuity and succession planning, and travel across the United States to support clients while leveraging Salesforce to track progress and outcomes.