Center for Wealth Preservation, LLC · 7 hours ago
Director of Training & Development
Woodbury, NY
Full-time
Hybrid
Mid Level
$65K/yr - $72K/yr
3+ years expCenter for Wealth Preservation, LLC is seeking a Director of Training & Development to own and coordinate all training programs for newly onboarded financial representatives. The role involves designing and implementing a structured training curriculum, providing coaching and support, and overseeing the professional development of financial representatives in their early careers.
FinanceFinancial Services
Responsibilities
Provide individualized coaching that supports growth, productivity, mindset, and personal development
Facilitate regular accountability sessions to reinforce goals, identify opportunities, and strengthen advisors' performance
Design and implement development plans that support long-term success for emerging advisors and leaders
Identify high-potential talent and guide their progression through career stages
Oversee onboarding for new financial representatives, including scheduling and coordinating, Welcome Week
Facilitate all training classes for new full-time and intern financial representatives
Ensure onboarding and training experiences are engaging, consistent, and aligned with best practices
Develop, refine, and deliver training programs covering sales skills, prospecting, client engagement, marketing, and practice building
Continuously elevate the curriculum to reflect evolving industry standards and the needs of developing advisors
Track agency growth metrics and productivity indicators; analyze data to identify trends and opportunities
Provide insights, strategies, and follow through to ensure performance goals are met and exceeded
Lead training and coaching on building referral-based practices, developing sustainable client acquisition habits, and enhancing client engagement
Support advisors in implementing practical business-building strategies that strengthen long-term success
Coach and support financial representatives within their first five years to enhance retention, confidence, and productivity
Provide structured guidance on business planning, time management, prospecting systems, and early career milestones
Qualification
Required
Bachelor's degree in business, finance, education, or related field preferred
3-7 years of experience in financial services, sales development, coaching, or talent development
Experience designing or delivering training programs for adult learners
Ability to obtain required industry licenses if not already held
Strong analytical skills and ability to interpret KPIs and performance data
Local travel may be required for meetings or community engagement
Preferred
A strong communicator and motivator with a genuine passion for helping others grow
Highly organized, detail-driven, and capable of managing multiple priorities in a fast-paced environment
A strategic thinker with an entrepreneurial mindset and commitment to measurable outcomes
Skilled in facilitation, public speaking, and coaching across diverse personalities
Relationship-oriented, emotionally intelligent, and committed to fostering a culture of learning and high performance
Adaptable, proactive, and energized by people development and continuous improvement
Benefits
Medical, dental, and vision coverage
401(k) plan eligibility after 6 months of employment
Planned Time Off (PTO)
Remote day policy
Company
Center for Wealth Preservation, LLC
We specialize in building & protecting wealth for individuals, families, & businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Gary Ranftle
Managing Partner at CWP
Greg Blum
Managing Partner at Center for Wealth Preservation / Mass Mutual
Company data provided by crunchbase