Advice Enablement Specialist
Core
Provide expertise, advice, and support to the financial advisory philosophy and framework to enable Money Managers and Financial Advisors to deliver compliant, high-quality advice to clients.
Role type
Advice Enablement Specialist (Financial Advisory)
Builds
Financial advisory capability and sales performance for front-line sales roles
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory philosophy, coaching and mentoring, compliance and audit oversight, sales technique improvement, product and pricing knowledge, process adherence, business performance tracking
Preferred skills
CFP designation, KI license, management experience
Technologies
FNB Advice philosophy and advice processes
Responsibilities
Develop insights to improve the financial advisory environment, ensure compliance with legislative and audit requirements, coach and mentor front-line sales roles, facilitate hands-on training to improve sales skills, track and influence business activities to increase supervised deals, ensure client solutions meet set standards and protocols
Seniority
Mid-Senior, hands-on IC with coaching responsibilities