Advisor Training Specialist at Cetera Financial Group
Dallas, Texas, USA -
Full Time


Start Date

Immediate

Expiry Date

03 Oct, 25

Salary

62000.0

Posted On

04 Jul, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Pet Insurance, Access, Adoption

Industry

Financial Services

Description

At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are currently seeking to add an Advisory Training Specialist to add to our team. This position will be a hybrid role, with the expectation to be in the office 2 days per week and will travel domestically as needed. Primary locations for offices that we are targeting: St. Cloud & St. Paul, MN | Des Moines, IA | Dallas, TX | Schaumburg, IL | San Diego & El Segundo, CA.

Responsibilities

WHAT YOU WILL DO:

· 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 virtual forums and discussions.
· Proactively solicit feedback on training and support needs from members of the field organization.
· Interpret, prioritize, and evaluate incoming questions from users.
· Provide timely, accurate responses to inbound and escalated service calls, chats and emails related to usage of the technology platform applications.
· Convey technical information in non-technical terms and clearly present complex information to a variety of audiences.
· Assist in the development of training collateral including presentations, job aids and other resources.

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more
Loading...