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Bogart Wealth · 1 day ago

Advisor Development Manager

McLean, VA

Full-time

Onsite

Senior Level

5+ years exp

Bogart Wealth specializes in providing exceptional wealth management services and solutions. The Advisor Development Manager plays a crucial role in developing advisory talent and ensuring support for Financial Advisors through management, coaching, and professional development of team members.

AdviceFinancial ServicesRetirementTax Preparation

Responsibilities

Provide direct supervision, mentorship, and coaching to Associate Financial Advisors and Advisor Growth Track participants

Develop and implement training programs and resources to enhance the technical skills, client service abilities, and industry knowledge of team members

Develop and review employee KPIs and performance metrics for both AFA’s and AGT employees

Work closely with the Operations, Financial Planning, Portfolio Management and Business Development department heads to monitor performance of the AGT employees through their rotations

Ensure the AFA and AGT team members provide a superior and consistent level of service to the advisory team while supporting the firm’s clients

Work with the Director of Advisory to complete strategic projects and implement new technologies and tools to enhance team productivity and client service

Qualification

Certified Financial PlannerFinancial planning experienceMicrosoft Office SuiteProject managementCommunication skillsTeam collaborationAttention to detail