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Advisor Development Coach

Raymond James

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Location:
United States , Saint Petersburg

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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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

Additional Information:

Job Posted:
March 10, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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