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Professional Development Coach - Remote

Posted 4 weeks ago
All others
Full Time
USA
$82,000 - $109,000/year

Overview

Edelman Financial Engines is seeking a Professional Development Coach to guide Engagement Center advisors in improving their skills and performance through tailored training and educational materials.

In Short

  • Guide advisors to enhance their skills and performance.
  • Create individual and team training courses.
  • Utilize performance metrics to refine training programs.
  • Collaborate with cross-functional teams.
  • Lead development and facilitation of training programs.
  • Set learning and development objectives for the advisor team.
  • Evaluate performance post-training.
  • Support other projects as needed.

Requirements

  • 5+ years of experience in financial services and contact center environments.
  • 3+ years of experience in developing and facilitating training programs.
  • Preferred experience as a Senior Learning professional or Sales Coach.
  • Experience educating financial advisors on financial planning principles.
  • Familiarity with developing training content, including written materials and video tutorials.
  • Virtual and in-person facilitation experience.
  • Demonstrable experience driving change within an organization.

Benefits

  • Competitive salary range of $82,000 - $109,000.
  • Eligible for discretionary bonuses and other forms of compensation.
  • Health, dental, and wellness plans.
  • 401(k) contributions.
Edelman Financial Engines logo

Edelman Financial Engines

Edelman Financial Engines (EFE) is a leading independent financial planning and investment advisory firm, dedicated to acting in the best interests of all clients since its founding in 1986. With a commitment to financial education as a fundamental right, EFE serves over 1.3 million clients and manages more than $300 billion in assets across 143+ offices nationwide. The firm combines advanced methodologies and proprietary technology with personalized service from dedicated financial planners, ensuring that every client's unique situation and goals are addressed. EFE is recognized for its innovative approach to financial planning, striving to challenge the status quo and empower individuals to achieve their financial aspirations.

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