Advice Enablement Specialist
Core
Provide expertise, advice, and support to enable Money Managers and Financial Advisors to deliver compliant financial advice and achieve sales objectives through coaching and supervision.
Role type
Senior IC financial advisory enablement specialist
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 oversight, sales technique improvement, product knowledge, business performance tracking
Preferred skills
CFP designation, management experience
Technologies
FNB Advice philosophy and 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 standards and protocols.
Seniority
Senior, hands-on IC