Head of Advisor Development & Training

Jamba Juice; Louisville (KY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical coverage

Life insurance

Disability benefits

Flexible Spending Account

Paid time off

401(k) match

Licensing costs paid

Bonus eligibility

Leadership development

Travel opportunities

Job summary

A leading private wealth management practice seeks a Director of Advisor Development to lead coaching and training for Financial Advisors and Associate Financial Advisors. This exempt, full-time role reports to the Managing Partner and emphasizes delivering comprehensive financial advice and client experience.

Experience in insurance is preferred, with a track record of developing early-career professionals.

Qualifications

• Seven or more years of progressive financial-services experience, including advisor, sales, practice-management, field-leadership, training, or development responsibilities.
• A minimum of five years of demonstrated people leadership, coaching, or advisor-development experience.
• Meaningful insurance experience and the ability to coach advisors on the role of protection strategies within a financial plan.
• Track record of developing early-career professionals and creating accountability without sacrificing trust or engagement.
• Strong facilitation, feedback, communication, and performance-management skills.
• Working knowledge of advisor licensing, credentialing, and financial-services regulatory expectations.
• Demonstrated results influencing advisors and cross-functional teams, leading complex development programs across locations, and using data to evaluate and improve outcomes.
• Ability and willingness to travel as business needs require.

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 structured 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 that produce consistent results.
• Develop, implement, and continuously improve a comprehensive advisor development and training program, drawing on proven internal and industry resources.
• Integrate advisor training with the practice's Financial Planning Analyst development program to create a coordinated career-development pathway.
• Coach advisors on client conversations, discovery, comprehensive planning, insurance and protection strategies, advice implementation, prospect communication, and relationship management.
• Influence advisors to develop and communicate a distinctive, advice-based value proposition, including the evolution from product-focused positioning to advice-centered value and pricing.
• Promote adoption and mastery of the practice's core client-meeting, service-menu, financialplanning, and workflow tools, including MoneyGuide and related platforms.
• Coordinate licensing, credentialing, required education, and servicing-readiness activities in partnership with practice leadership and compliance resources.
• Provide senior leadership with quarterly progress reports comparing advisor performance with annual goals and action-plan milestones.
• Identify and coordinate internal, corporate, mentor, and consultant resources needed to support advisor success.
• Travel to practice locations and team-development events as needed.

Skills

People leadership

Coaching

Curriculum development

Performance management

Communication

Travel readiness

Tools

MoneyGuide

Job description

A leading private wealth management practice seeks a Director of Advisor Development to lead coaching and training for Financial Advisors and Associate Financial Advisors. This exempt, full-time role reports to the Managing Partner and emphasizes delivering comprehensive financial advice and client experience.

Experience in insurance is preferred, with a track record of developing early-career professionals.