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Director of development • plano tx

Last updated: 23 days ago
Director of Advisor Training and Development

Director of Advisor Training and Development

RPOA Advisors IncPlano, TX, US
Full-time
Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.RPOA has 14 offices in Texas, Arizona, California, and Oklahoma.The firm's financial a...Show moreLast updated: 30+ days ago
Director of Business Development.

Director of Business Development.

Schuback Search AssociatesFrisco, TX
Permanent
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 24 days ago
Director of Business Development

Director of Business Development

Tri-S Recruiters, Inc.Frisco, TX
Full-time
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
  • Promoted
Director of Business Development

Director of Business Development

International Staffing ConsultantsPlano, TX, US
Full-time
Director Of Business Development.We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for...Show moreLast updated: 23 days ago
Director of Business Development

Director of Business Development

Corps PartnersFrisco, TX
Full-time
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
Director of Business Development

Director of Business Development

Pam & Company, Inc.Frisco, TX
Full-time
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
  • Promoted
Director of Business Development

Director of Business Development

bizjobz LLCFrisco, TX, US
Full-time
Quick Apply
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
Director of Business Development

Director of Business Development

SearchStarsFrisco, TX
Full-time
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
Director of Business Development

Director of Business Development

Kyler Professional SearchFrisco, TX
Full-time
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
Director of Business Development

Director of Business Development

Gables Search GroupFrisco, TX
Full-time
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
Director of Business Development

Director of Business Development

Client Staffing Solutions IncFrisco, TX
Permanent
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
Director of Business Development

Director of Business Development

Enhanced StaffingFrisco, TX
Full-time
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
Director of Business Development

Director of Business Development

Sun Recruiting, Inc.Frisco, TX
Full-time
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
Director of Business Development

Director of Business Development

Careers 2005Frisco, TX
Full-time
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
Director of Business Development

Director of Business Development

Easley Resource GroupFrisco, TX, US
Full-time
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
Director of Business Development

Director of Business Development

HiringArcFrisco, TX, USA
Full-time
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
Director of Business Development

Director of Business Development

ExcelliSearchFrisco, Texas, USA
Full-time
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 23 days ago
Director of Player Development

Director of Player Development

Plano, Texas, United StatesPlano, Texas, USA
Full-time
Director of Player Development at.Plano's Premier Golf & Country Club | Gleneagles Country Club.Ready to join a dynamic company in the hospitality and service industry where people help drive the s...Show moreLast updated: 30+ days ago
Director of Business Development

Director of Business Development

Gallman ConsultingFrisco, TX
Full-time
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...Show moreLast updated: 25 days ago
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Director of Advisor Training and Development

Director of Advisor Training and Development

RPOA Advisors IncPlano, TX, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12 / 31 / 23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security.

RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment.

The RPOA team includes over 30 retirement planners, all of whom are ready to help their clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible.

Job Description :

The Advisor Training & Development Specialist is responsible for designing and delivering impactful training programs that equip financial advisors to excel in both sales and retirement planning. Working closely with the Directors of Advisory Services, this role tailors training to individual needs while strengthening advisor expertise in retirement planning, Social Security, Medicare, 401(k) management, sales strategies, and client relationship management. Serving as both content creator and dynamic facilitator, the Specialist drives measurable performance improvements by providing advisors with the skills, tools, and confidence to protect and grow the firm’s business.

Job Responsibilities :

  • Develop and deliver a comprehensive training program tailored to both Sales and Planning advisors.
  • Facilitate live and virtual training sessions, workshops, and one-on-one coaching to reinforce advisor learning and application.
  • Create and maintain training materials for Retirement Planners focused on :

Protecting the firm’s book of business

  • Developing client relationships
  • Driving wallet share and referral growth
  • Create and maintain training materials for Sales Advisors focused on :
  • Converting marketing leads to clients

  • Mastering closing techniques
  • Building long-term client trust from first interaction
  • Continuously evaluate training effectiveness and adapt programs based on feedback, advisor performance, and evolving business needs.
  • Gain deep expertise in our business model, processes, and compliance standards to ensure training is practical, accurate, and aligned with firm strategy.
  • Attend advisor seminars, client / prospect events, and industry workshops to stay current and translate insights into training opportunities.
  • Collaborate closely with Sales and Service coaches to provide individualized training interventions for advisors as needed.
  • Report directly to the Chief Revenue Officer, providing regular updates on advisor development progress and training impact.
  • Job Qualifications : Education :

  • Bachelor’s Degree or 7+ years of relevant industry experience
  • Experience & Skills :

  • Strong background in financial advising, sales, or client service, with proven success in advisor development
  • Experience facilitating training, workshops, or adult learning programs within the financial services industry
  • One or more of the following preferred :
  • Current IAR designation
  • FINRA Series 65, or a combination of Series 66 and Series 7
  • Other relevant financial designations
  • Excellent presentation and facilitation skills with the ability to engage and inspire diverse personalities and experience levels
  • Strong interpersonal skills with the ability to build credibility and trust with advisors and leadership
  • Attention to detail, adaptability, and the ability to manage multiple training initiatives simultaneously
  • Applicants must be authorized to work in the United States without sponsorship.