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Instructional Design & Technology

Advisor Training Specialist

Job Type Employee   Full-Time  
Experience Level Entry   Mid  
Organization Type Corporate L&D  
Pay Range $65K - $75K

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.


  • 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


  • 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