Advisor Development Coach Job at Raymond James (Saint Petersburg)

Job Description

Under limited supervision, uses specialized knowledge and skills obtained through experience, education and/or training to support branch managers, new and experienced Financial Advisors in training and accountability initiatives. Serves as a liaison between the Advisor Development Programs group to PCG branch offices and new and existing Financial Advisors. Leads defined work or projects of moderate scope and complexity and/or serves as a technical advisor to others. Extensive contact with internal customers to identify, research, and resolve training and coaching issues. Effectively partners with other training, product and service areas to build training solutions.

Job Responsibility

Delivers, implements, and maintains learning programs and materials specific to the PCG branch office training and accountability needs
Assist with identifying training needs and requirements with management
Analyzes and develops training needs and creates and develops solutions
Help facilitate coaching and training programs to managers and/or large groups of associates
Participates in development programs to increase training support
Balances conflicting resources and priority demands
May coach and mentor new and experienced financial advisors and branch associates
May coach branch managers
May provide feedback to branch managers on trainee progress during training class
Prepares and delivers written and oral presentations to various levels in the firm
Interprets and applies organizational policies and procedures
Participates in establishing objectives and developing processes and procedures to ensure efficient and timely workflow
Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as needed
Performs other duties and responsibilities as assigned

Requirements

Bachelor’s Degree (B.A.) and a minimum of three (3) years of industry experience in performance management
OR an equivalent combination of experience, education, and/or training as approved by Human Resources
Knowledge of working structure, policies, mission and strategies of the organization
Knowledge of operational processes and procedures of assigned functional areas
Knowledge of adult learning theory
Knowledge of concepts, principles and practices of the financial services industry
Knowledge of fundamental concepts, practices, and procedures in education and training
Knowledge of financial markets and products
Skill in using appropriate interpersonal styles and communicating effectively and professionally, both orally and in writing, with all organizational levels
Skill in establishing and communicating clear directions and priorities
Skill in incorporating needs, wants and goals from different business unit perspectives into training plans
Skill in balancing conflicting resources and priority demands
Skill in gathering information, identifying linkages and trends and applying findings to operations
Skill in reading, interpreting, analyzing and applying technical and compliance information
Skill in attending to detail while maintaining a big picture orientation
Skill in staying current in operational issues and training best practices
Skill in generating enthusiasm and influence, motivating and persuading others to achieve desired levels of customer service
Skill in planning, assigning, monitoring, reviewing, evaluating and leading the work of others
coaching and mentoring others
Skill in working independently or within a team environment
Skill in resolving problems and using independent judgment in making decisions
Skill in interpreting and applying policies and identifying and recommending changes as appropriate
Skill in analyzing training materials and learner information
Skill in preparing instructional sites
Skill in managing the learning environment and delivering effective instruction
Skill in responding to learner needs for clarification or feedback
Skill in providing positive reinforcement and motivational incentives
Skill in selecting and using appropriate instructional methods and media
Skill in evaluating learner performance and reporting evaluation information
Skill in evaluating instructional delivery
Skill in operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets

Nice to have

SIE (provided that an exemption or grandfathering cannot be applied) preferred but not required
FINRA Series 7 preferred but not required

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Advisor Development Coach

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