Director, Advisor Coaching – Strategy
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Job Description
Director of Advisor Coaching & Strategy at Mariner Independent supporting advisor growth through coaching and development programs. Responsibilities include individual coaching, training, and developing comprehensive advisor programs.
Responsibilities:
- Act as a trusted advisor and strategic coach to Independent advisors
- Design, build, and oversee comprehensive advisor coaching and development programs
- Provide individual and group coaching to advisors
- Facilitate interactive training using workshops, role plays, peer coaching, simulations, and case-study-based methodologies
- Develop scalable frameworks, growth paths, onboarding programs, and professional development initiatives
- Cultivate internal advisor talent by identifying development needs and mentoring emerging advisors
- Collaborate closely with Mariner Independent leadership to determine advisor development needs
- Create effective training guides, playbooks, conversation frameworks, and learning resources
- Support advisors in leveraging all available Mariner Independent technology
- Assist advisors in clearly articulating their value proposition
- Establish and monitor metrics, feedback loops, and performance benchmarks
- Foster a culture of continuous learning, collaboration, accountability, and excellence
Requirements:
- Bachelor’s degree
- Minimum of 10 years of experience in financial services, wealth management, advisor consulting, coaching, or practice management role to independent channels
- Preferred Education and Experience: CFP® or equivalent industry designation
Benefits:
- We believe in giving associates progressive opportunities
- Actively nurturing professional growth
- Giving back to the community
- Dedicated to building a diverse culture
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