Research Intern – Statistics, Financial Advisor Insights
Jump - Advisor AI
Python
Financial Advisor Coach – Practice Management Consultant
AlphaHire
full-time
Posted on:
Location Type: Remote
Location: Remote • Florida • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $172,328 per year
Job Level
Mid-LevelSenior
About the role
- Provide 1:1 coaching and strategic guidance to financial advisors on business growth, client segmentation, workflows, and team development
- Assess advisor practice structures and create customized improvement plans across sales, service, marketing, and operations
- Deliver insights on client acquisition strategies, time-blocking, lead generation, and performance metrics
- Facilitate workshops, webinars, and training sessions for advisor development
- Serve as a sounding board and accountability partner to help advisors stay focused and aligned with their business goals
- Track progress and impact of coaching efforts using internal tools and KPIs
Requirements
- Proven experience coaching or consulting financial advisors is required
- Deep understanding of the financial advisory business model, including independent practices, broker-dealers, and RIAs
- Strong knowledge of practice management principles: operational workflows, team structure, client experience design, CRM, and marketing strategy
- Exceptional communication, facilitation, and presentation skills
- Highly strategic mindset with a hands-on approach to execution
- Bachelor’s degree required; advanced certifications (e.g., CFP®, ChFC®, MBA) are a plus
Benefits
- Competitive compensation
- Flexibility
- Professional growth opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
coachingconsultingclient segmentationworkflowslead generationperformance metricspractice managementoperational workflowsclient experience designmarketing strategy
Soft skills
communicationfacilitationpresentationstrategic mindsethands-on approachaccountabilityteam developmentinsight deliveryfocusalignment
Certifications
CFP®ChFC®MBA
