Wealth Management Training Consultant

Job Summary

A company is looking for a Senior Training Consultant - Wealth Management.

Key Responsibilities

• Facilitate training programs for financial professionals to enhance client relationships
• Design and maintain engaging training content using various modalities
• Assess and improve training effectiveness and project manage training initiatives

Required Qualifications

• Bachelor's degree
• FINRA SIE, Series 7, and Series 66 (or 63/65) required
• 5+ years of experience as a Financial Advisor or Consultant
• 3+ years of training experience in facilitation and instructional design
• Detailed knowledge of institutional DC plan features and financial planning tools