You will join a team of talented professionals with a clear mission to empower all of our clients to make smarter financial decisions through scaled advice. The Digital Advice team operates within the sales organization, working alongside advisors and planners who engage directly with our clients. In this role, you will shake up the wealth management world to help scale financial advice and make it accessible to everyone.
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You will provide 1:1 virtual coaching, participate in training, communicate with members via email/chat, and share coaching tools to empower professionals to thrive in their jobs. You should value learning, growth, and community and be passionate about developing people; experience in finance and leadership is necessary.