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Advisory Live Training Specialist

Company: eMoney Advisor
Location: San Diego
Posted on: May 19, 2019

Job Description:

An Advisory Live Training Specialist acts as the key contributor for complex or advanced training sessions. Using skills and knowledge acquired over the years, the Advisory Live Training Specialist will facilitate Planning focused sessions and create session enhancements as necessary. This Training Specialist will provide value through holistic training of the eMoney software as well as defining an effective Planning approach. Job Description

  • Acts as the Planning subject matter expert (SME) within eMoney and the financial industry for training sessions geared toward individual advisors and Enterprise partners
  • Leads development of Enterprise home office tier 1 Financial Planning training program
  • Manages all Planning training content and agendas. Executes and facilitates program improvement with help of survey feedback from participants
  • Leads team members in enhancing their subject matter knowledge by training them on in-depth Financial Planning topics
  • Controls the direction of the eMoney certification program content and is held accountable for end user adoption
  • Conducts live training sessions within the office and across the country (regional travel up to 60% required)
  • Represents eMoney at key Planning focused events with Senior Management, Sales and Relationship Management
  • Works with direct manager to improve efficiencies and increase opportunities using analytics data and survey feedback regarding Planning training sessions
  • Masters the differences between RIA's and Broker Dealers to tailor live training sessions as appropriate
  • Communicates efficiently between company departments and collaborates on training projects and sessions
  • Maintains department documentation for training sessions to ensure proper invoicing
  • Other duties or projects as assigned Requirements
    • 4+ years training experience and presenting FinTech content to live audiences
    • CFP or equivalent working experience creating financial plans
    • Proven experience working with large corporate enterprises and firms
    • Bachelor's degree or equivalent working experience required; college degree preferred
    • Working knowledge of financial advisory services preferred
    • Working knowledge of financial instruments, financial planning and estate concepts preferred Skills
      • Outstanding public speaking and presentation skills
      • Industry expertise surrounding the financial instruments, planning techniques, and the financial industry as a whole
      • Strong attention to detail, highly organized, ability to multi task in a fast-paced environment, and strong written and verbal communication
      • Ability to speak clearly, concisely and effectively; as well as listen and understand information and ideas as presented verbally
      • Aptitude to be resourceful and innovative; ability to interact with team members and management
      • Highly motivated, self-starter that can work proactively with minimal supervision
      • Strong organizational skills
      • Effective communication skills: verbal/written/presentation
      • Must have the ability to interact with all levels of the organization (technical and non-technical)
      • Ability to direct multiple projects and assignments simultaneously and deliver them on time
      • Proficient with Microsoft Office applications including PowerPoint, Excel, and Word

Keywords: eMoney Advisor, San Diego , Advisory Live Training Specialist, Other , San Diego, California

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