AVP, Financial Advisory Competency Specialist, Retail Banking, Consumer Banking Group
On-siteCentral, Louisiana, United States
Job Summary
Facilitate comprehensive orientation for new entrants to ensure thorough understanding of bank systems and processes. Oversee day-to-day operations to attain prescribed activity levels aligned with organizational standards. Utilize the Data-Driven Operating Model (DDOM) to identify performance gaps and implement targeted training programs enhancing financial planning engagement strategies. Cultivate a culture of risk awareness, continuous learning, and high performance through strategic motivation and tailored onboarding programs. Collaborate with Team Heads to collectively ensure new entrants achieve desired performance standards.
Required Qualifications
- Proven experience in financial planning related fields
- Coaching / management experience
- Strong understanding of advisory techniques, processes, and strategies
- Analytical mindset to identify areas for improvement and implement solutions
- Results-driven approach with a track record of improving skills and performance
- Flexibility to adapt coaching methods to suit individual team members
- Strong organizational and time management skills
- Strong leadership, interpersonal and people management skills
- Ability to relate and manage all levels of staff
- Relevant experience in development of high-performing wealth planning managers
Desired Qualifications
- CMFAS Mod 5
- CMFAS Mod 8
- CMFAS Mod 9
- CHI
- BCP
- PGI
- AFP
- AFC
- CLU
- ChFC
- CFP
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