Advisor Training Specialist

Cetera Financial Group is currently seeking a highly-motivated Advisor Training Specialist to teach and support financial professionals and their staff to implement and leverage a robust set of technology tools designed to support business growth, productivity and efficiency while providing an advice-centric experience for their clients.

Responsibilities

• Become a subject matter expert on all aspects of the Cetera field technology platform as well as the associated business processes.
• Deliver virtual and in-person instructor-led training events such as webinars, breakout sessions, and workshops.
• Provide one-to-one and small group coaching to financial professionals and assistants on the technology platform and other business processes.
• Present technology demonstrations for recruits and other interested parties.
• Facilitate live virtualforums and discussions.
• Proactively solicit feedbackon training and support needsfrom members of the field organization.
  Interpret, prioritize, and evaluate incoming questions from users.
• Provide timely, accurateresponses to inboundand escalated servicecalls, chats and emails related to usage of the technology platform applications.
• Convey technical information in non-technical terms and clearlypresent complex information to a variety of audiences.
• Partner with internal and external subject matter experts on systems and tools to ensure training content is accurateand relevant for financial professionals, assistants and their clients.
• Assist in the development of training collateral including presentations, job aids and other resources.
• Utilize the learning management system to manage training and learning resources, schedule and assign training courses.
• Participate in user acceptance testingfor new systems and systemschanges or enhancements.
• Collaborate on internal, team-specific projects involvingsales, technology development, and operations teams.
• Partner with growthand service officersto identify financialprofessionals, branch officesor regions who have the potential to add under-utilized tools to their practice.
• Maintain high levels of call quality and professionalism
• Must be self-motivated and know when to escalate or seek guidance

Qualifications

• 3+ years of experience in the Financial Services Industry
• 1+ year of technical and/or training experience
• Phenomenal communication, presentation, public-speaking and interpersonal skills
• Strong customer service,problem-solving, and communication skills (Positive attitude and ambition to help others) including adaptability to different personality types
• Bachelor’s degree (Military education or experience may be considered in lieu of civilian requirements listed)
• Strong Microsoft Office skills (Word, Excel and PowerPoint)
• Really catch our eye with:

  – Experience within the independent Broker/Dealer space.
  – FINRA Series 7 securities registration
  – Proven success withina customer service-oriented role
  – Strong aptitude for technology
  – Must be flexible, detail-oriented, and self-directed with strength in multitasking prioritization
  – Work well independently and collaboratively as part of a geographically dispersed team
  – Willingness to learn and self-teach
  – Ability to manage multiple projectsand tasks simultaneously
  – Strong organization skills and time management skills