Director of Financial Planning & Development Denver, CO

Denver, CO - USA

Monthly Salary: Not Disclosed

Posted on: 19 hours ago

Vacancies: 1 Vacancy

Job Summary

Position:Director of Financial Planning & Development

Firm: EA Buck Financial Services

Location: Denver CO

Overview:

Buck Wealth Managementlocated inDenver COis seeking a highly motivated and detail-oriented Director of Financial Planning & Development. In this role you will educate prospective clients in-person and virtually workshops and educational events as well as monthly Breakfast Club and Lunch-and-Learn webinars.

The Director of Financial Planning & Development will develop and deliver training programs for new and existing Private Wealth Planners and New Business Developers within our addition the Director of Financial Planning & Development will coach and mentor Planners and New Business Developers at E.A. Buck and FBMS working closely with them to achieve and maintain quarterly and annual sales goals and viable intro conversions.

What youll do:

Training Train FBMS and E.A. Buck Advisors in-person and virtually on a variety of topics including EPIC planning EPIC onboarding EPIC cultivation and support software
NAT Fast-Track New Advisor Training (NAT) program - coordinate with Regional Vice Presidents and organize and facilitate 90-Day Fast Track Program for new Advisor onboarding
Continuous Improvement Stay abreast of new developments internal and external to our company and periodically update and improve our educational curriculum collateral and resources
Professional Improvement Engage in activities to foster ongoing professional development and improvement.
Licensing Maintain all licenses and credentials required to serve clients as an Advisor
Continuing Education Complete all required continuing education
Host weekly mentoring and coaching sessions with the planners (1 hour mentoring 1 hour coaching and 1 hour developing of New Business Developers)
Create coaching and mentoring material and maintain up to date content for the coaching and mentoring program
Participate in the weekly planners meeting with coaching mentoring and accountability areas of focus
Track KPIs for the various regions and support RVPs in leading their respective teams

Benefits:

401k with generous matching
100% employer paid insurance (health vision dental)
Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
Paid holidays
PTO

Hours:

In office: Monday-Friday 8am-5pm
Work occasional evenings and weekends and attending events may be required
This job may require occasional travel outside of the local area and overnight stays

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

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Required Experience:

Director

Position:Director of Financial Planning & DevelopmentFirm: EA Buck Financial ServicesLocation: Denver COOverview:Buck Wealth Managementlocated inDenver COis seeking a highly motivated and detail-oriented Director of Financial Planning & Development. In this role you will educate prospective clients ...