What are the responsibilities and job description for the Associate Coach position at Advisor Legacy?
Company Description
Advisor Legacy is a comprehensive M&A firm located in Troy, MI, helping financial advisors grow, protect, and transition their practice. The company offers a range of services to support financial advisors in achieving their goals and ensuring the legacy of their practice.
Role Description
This is a full-time hybrid role for an Associate Coach at Advisor Legacy. The Associate Coach will be responsible for providing coaching and support to financial advisors, assisting them in growth strategies, practice management, and succession planning. The role is primarily based in Troy, MI, with some flexibility for remote work.
Qualifications
- Coaching and Mentoring skills
- Financial Planning and Practice Management knowledge
- Strong Communication and Interpersonal skills
- Relationship Management and Client Engagement skills
- Experience in the financial services industry
- Ability to work independently and collaboratively
- Bachelor's degree in Finance, Business, or related field