District Partners has been engaged by one of the fastest-growing wealth management firms in the country in their search for a Regional Planning Consultant. The Regional Planning Consultant will the join the firm's growing Financial Planning & Advisor Development team and is a great opportunity for someone with a strong financial planning foundation (and CFP) who is energized by coaching, developing, and helping advisors become more successful.

This role is fully-remote (or hybrid if candidates are near one of the office locations). Approximately 20% of travel is required.

What You'll be Owning:

• Training Facilitation: Conduct training sessions over video conference and at various branch offices to educate the advisor team on training initiatives, including practice management, financial planning, growth strategies, and plan implementation

• Curriculum Development: Develop and update training materials, including manuals, presentations, and interactive activities, to ensure comprehensive understanding of financial planning strategies leading to improved organic growth rates

• Needs Assessment: Collaborate with market leaders to perform skills gap analyses to identify training needs and tailor programs accordingly

• Stakeholder Engagement: Collaborate with leadership team to understand regional challenges and customize training to address specific needs

• Feedback Collection: Gather feedback from attendees to continuously improve training content and delivery methods

• Reporting: Determine KPI’s and prepare detailed reports on training outcomes, effectiveness, and regional planning implementation progress

• Relationship Management: Develop strong working relationships and partnerships with advisors to drive priorities and key initiatives

What You Bring to the Table:

• Bachelor's degree and CFP®

• Minimum of 7 years of relevant experience in financial services, with an emphasis on the RIA business

• Excellent communication and presentation skills

• High degree of professionalism in performing all duties

• Proficiency in eMoney

• Exceptional skills in coaching and consulting and practice management

• Expertise in delivering goals-based financial planning, financial planning concepts and strategies, and plan implementation

• Strong organizational and time management skills

• Experience designing and delivering training programs

• Experience with designing skill gap assessments that deliver insights for targeted development opportunities

Preferred Skills:

• Experience with e-learning and virtual training platforms

• Ability to work independently and as part of a team

Competencies:

• Working knowledge of the full range of wealth management topics and solutions

• High attention to detail

• Strong written and verbal communication skills

• Critical thinking skills to assess clients’ current financial position and evolving needs or requirements

• Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity

• Knowledge of investments and macroeconomics as they relate to clients’ investment goals and objectives

• Ability to work in both entrepreneurial and team-based environments

• Maintains absolute confidentiality of client information and safeguards client and firm data; maintains high ethical standards in all practices