Manager of Advisor Development

Position: Manager of Advisor Development

Firm: EA Buck Financial Services

Location: Denver, CO

E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We’re seeking a Manager of Advisor Development to join our Denver team! This person must have a proven track record of success training, coaching and mentoring Financial Advisors. Hands-on experience with equities, fixed income, annuities (FIA’s) and life insurance solutions required. Our ideal candidate will be organized, self-directed and have outstanding communication skills. Ability to work autonomously but also thrive in a highly collaborative corporate culture is a must.

This is a full-time, in-office position based in Denver, CO.

NOTE: Only people who are currently living in Denver will be considered for this role.

Salary / Benefits Package:

• Base Salary range of $125,000 to $175,000 per year, commensurate with experience
• 100% employer-paid health, dental, and vision insurance
• Eligibility to enroll in health savings and flexible spending accounts
• Paid time off (PTO) and paid holidays
• 401(k) with generous company match
• Professional development and continuing education support

Duties and Responsibilities:

• Train Financial Advisors in-person and virtually on a variety of topics including financial planning, solutions, client engagement and processes.
• Coach and mentor both new and tenured Advisors.
• Support Vice Presidents and Managers in leading their teams.
• Create and update processes, instructional material and training curriculum.
• Conduct educational workshops to prospective clients.
• Other miscellaneous tasks and projects as required.

Job Requirements:

• 5 years of financial services experience.
• Deep background in Annuities (specifically FIA’s) and Life Insurance.
• Series 65 licensed or Series 7 & 66 combined.
• Strong communication and public speaking skills.
• Candidate should be goal-oriented, self-directed, flexible and have strong organizational skills.
• Computer proficient; experience with financial planning software is a plus.
• Job offer is contingent upon successful completion of a background investigation, inclusive of fingerprinting and reference checks.

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com