Planner Development Coach (Remote)
At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with appreciation, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.
Reporting to the Senior Director of Learning & Development, this position will work very closely with Planner Sales Leadership and Wealth Planning Solutions, as well as cross-functionally with our Client Services team and Engagement Center to develop and deliver high-quality and relevant learning experiences that directly support the business objectives.
As a Planner Development Coach on the Learning & Development team, you will identify, design, develop and deliver innovative, scalable, sustainable learning experiences that support the performance improvement of our national financial advisor team.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Planner Development Coach role, we are seeking a candidate with confirmed leadership and relationship management skills. If you are passionate about sales development and owning the learning for our Financial Planning organization, this may be an opportunity for you!
Responsibilities:
- Manage all learning programs designed to enhance the skills, knowledge and abilities of EFE Wealth Planning
- Engage as an internal consultant with leadership to identify business initiatives and training needs to continuously improve Wealth Planner performance
- Train and provide direct coaching support for new planners during their initial six months with the organization to ensure a successful onboarding process
- Sustain and improve performance by proactively identifying emerging trends and creating action plans to improve performance
- Monitor new Wealth Planner progress, assess time-to-proficiency, develop coaching interventions to ensure the success of new Wealth Planners
- Facilitate workshops, training programs, and leadership coaching to improve Wealth Planner results
- Design, develop, and deploy learning programs as necessary using adult learning theory and innovative technology
- Collaborate with internal and external partners to develop training content and quality delivery
- Measure program effectiveness and recommend activities and program strategies
- Lead and mentor other L&D Coaches to enhance team performance and development
Requirements:
- Ability to travel up to 25%
- Bachelor’s degree or equivalent experience
- 8 years experience in sales training, developing learning solutions for retail, contact center and remote/distance learning.
- Previous experience as a sales trainer or program manager in financial services preferred.
- Has a continuous process improvement mindset. Experience performing gap analyses and process mapping.
- Ability to work cross-functionally and establish influential relationships at all levels of the enterprise.
- Strong learning and interpersonal development consultation skills with the ability to identify performance gaps, evaluate knowledge gaps and design solutions to develop skills or transfer critical knowledge.
- Demonstrate a positive, proactive, and self-directed approach.
- Flexibility to respond quickly and positively to shifting demands and opportunities; ability to work under tight deadlines; plan, organize and carry out multiple, detailed tasks.
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $100,800-$134,400. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, meaningful experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].
1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.
2 Edelman Financial Engines data, as of September 30, 2024.
