Description

Sound Income Group (“SIG”) believes there is a fundamental need for independent financial advice across America and investors achieve better outcomes when working with a financial advisor. We provide resources, coaches, technology, access to subject matter experts and solutions to financial advisors nationwide.

The Business Manager/Coach assesses the growth and potential of our affiliated financial advisors through one-on-one coaching via phone, Zoom or in-person meetings. Develop a tailored set of recommendations to help our advisors improve their office’s efficiency and pursue their growth goals. This role requires excellent business judgement and must exercise professional discretion to accurately assess each advisor’s unique situation and effectively develop personalized plans of action.

This is an onsite position; no hybrid or remote scheduling.

Principal Responsibilities:

· Assist our affiliated financial advisors to help them grow their business and improve their efficiency.

· Teach communication, flexibility, leadership, and time management within the advisor’s firm.

· Work directly with advisor to provide high-quality business coaching via individualized counseling. 

· Help keep advisors and staff accountable and motivated.

· Have a comprehensive review of the advisors’ lead generating strategies and provide ideas to promote their financial services.

· Assess advisors’ strengths and weaknesses and guide a development plan.

· Provide ongoing support and continue to actively engage advisors to promote the firm’s financial health and growth.

· Document services rendered to advisor and gather session data for program reporting and evaluation. 

· Achieve program goals for advisor impact and service outputs, taking initiative with advisor outreach. 

· Assist advisors with the tools and resources they need to attract new clients.

· Deliver presentations on training topics and our services. 

· Participate in regular department meetings and continue skill-building training sessions.

· Research new material and resources on an ongoing basis. 

· Represent our firm at business events and with industry organizations.

Requirements

 Required Qualifications: 

· Minimum of five years of full-time work experience in financial services.

· Must have a Series 65 (Investment Advisor) license, as well as a Life/Health/Annuity license.

· Specialized knowledge of office operational duties at a financial advisor’s office.

· Knowledge and experience with personal finances (money management, fixed annuities, and general financial services).

· Legally able to work for an US Employer without sponsorship.

Required Skills and Attributes: 

· Self-motivated - able to work independently, meet deadlines without supervision and take ownership of personal research and continued learning.

· Excellent communication and interpersonal skills; ideally coaching and facilitation skills with people or in non-traditional settings.

· Ability to exercise knowledge-based professional judgement and discretion to adapt services as needed. 

· Strong attention to detail.

· Robust critical thinking skills.

· Ability to effectively receive and implement feedback.