Wealth Management Training Consultant

Job Summary

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

Key Responsibilities

• Design and develop engaging training programs for financial professionals using various modalities
• Collaborate with business partners to assess training needs and create effective training solutions
• Manage project planning activities, including scope definition and timeline maintenance

Required Qualifications

• Bachelor's degree
• FINRA SIE, Series 7, and Series 66 (or 63/65) required
• 5+ years of experience in a wealth management sales organization
• 3+ years of experience in Learning & Development and/or Sales Enablement
• Experience with Learning Management Systems and financial planning tools