Wealth Advisor Development Leader

Jambalaya Group; Tucson (AZ); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Licensed/certification costs paid

Paid time off (PTO) & holidays

Annual bonus eligibility

Travel and relocation flexibility

HSA option

Job summary

Jambalaya Group is seeking a Director of Advisor Development to lead coaching, training, and accountability for Financial Advisors and Associate Financial Advisors in a multi-location private wealth practice. The role reports to the Managing Partner and emphasizes insurance expertise, advisor readiness, and a data-driven approach to improve outcomes.

You will design onboarding for new associates, run structured accountability sessions, and align training with the firm’s planning processes.

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.
• Relevant securities and insurance licenses are valuable; leadership capability and development expertise are more important than holding every technical credential at the time of hire.
• 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

Training program development

Financial services

Insurance knowledge

Curriculum design

Performance management

Stakeholder communication

MoneyGuide

Tools

MoneyGuide

Job description

Jambalaya Group is seeking a Director of Advisor Development to lead coaching, training, and accountability for Financial Advisors and Associate Financial Advisors in a multi-location private wealth practice. The role reports to the Managing Partner and emphasizes insurance expertise, advisor readiness, and a data-driven approach to improve outcomes.

You will design onboarding for new associates, run structured accountability sessions, and align training with the firm’s planning processes.