Wealth Management Growth & Advisor Coach

Bishop & Co.; Honolulu (HI); On-site; USD 110,000 - 176,000; Full time

Job summary

Bishop & Company is seeking an Investment Services Manager and Program Development leader to coach Financial Advisors and Associate Financial Advisors, drive advisor performance, and accelerate business growth. The role partners across the organization to ensure a superior client experience and attainment of strategic goals.

The ideal candidate has deep expertise in financial planning, advisory services, sales leadership, and relationship-based client engagement, with at least 5 years in wealth

Qualifications

• 5+ years of sales experience in wealth management or financial services.
• Leadership experience coaching and developing advisor teams.
• Strong knowledge of financial planning and client engagement.

Responsibilities

• Lead Advisor Development & Performance Coach, mentor, and inspire Financial Advisors and Associate Financial Advisors through a structured development program focused on business growth, client acquisition, and financial planning excellence.
• Develop individualized business plans for advisors, helping them identify opportunities, increase productivity, and achieve personal and team goals.
• Conduct regular one-on-one coaching sessions, performance reviews, and strategic business consultations.
• Champion a Planning-Based Client Experience and train advisors on a consultative, relationship-driven sales process that emphasizes holistic financial planning and long-term client success.
• Guide teams through all phases of the client journey, including discovery, data gathering, plan development and recommendations, and driving business growth.
• Partner with advisors to identify asset-gathering opportunities and attract new client assets.

Skills

Leadership

Coaching

Financial planning

Relationship-based sales

Communication

Presentation skills

Microsoft Office

Tools

Microsoft Office

Job description

Bishop & Company is seeking an Investment Services Manager and Program Development leader to coach Financial Advisors and Associate Financial Advisors, drive advisor performance, and accelerate business growth. The role partners across the organization to ensure a superior client experience and attainment of strategic goals.

The ideal candidate has deep expertise in financial planning, advisory services, sales leadership, and relationship-based client engagement, with at least 5 years in wealth