RIA Advisor Onboarding Trainer

Overview

Role focused on training and onboarding new financial advisors.

Ideal candidate has proven training experience and strong communication skills.

Locations

• United States

Requirements

• Proven experience as a trainer
• Strong communication skills
• Ability to learn new technology quickly

Responsibilities

• Lead training sessions for new advisors
• Coordinate training content
• Conduct knowledge assessments
• Serve as primary contact for new advisors
• Identify training gaps
• Collaborate on training development
• Maintain attendance tracking

Benefits

• Competitive compensation
• Full health benefits
• Unlimited PTO
• 401(k) matching