Advisor Training Coordinator

Socket.dev; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

HilltopSecurities in Dallas, TX seeks an Advisor Training Coordinator to deliver training, support advisor onboarding, and maintain training materials for advisors and staff. You will help ensure understanding of firm technology platforms, processes, and policies through sessions and ongoing support.

Ideal candidates have 1-3 years in training or financial services, strong communication skills, and proficiency in Microsoft Office and CRM systems.

Qualifications

• High school diploma or equivalent required; associate or bachelor's degree preferred.
• 1-3 years' experience in training, customer support, operations, financial services, or related field.
• Strong communication and presentation skills; ability to conduct trainings and group meetings.
• Excellent organizational and time management abilities.
• Proficiency with Microsoft Office Suite.
• Strong customer service and relationship-building skills.
• Ability to work independently and as part of a team; overtime and weekends required.

Responsibilities

• Conduct instructor-led training sessions for new and existing advisors and support staff.
• Facilitate virtual and in-person training programs.
• Assist with advisor onboarding and orientation training.
• Provide follow-up and answer questions related to training topics, including using technology solutions.
• Coordinate training schedules, meeting invitations, and participant communications.
• Track attendance and completion of training programs.
• Maintain training records and reporting metrics.
• Assist with training-related projects and department initiatives.
• Create, prepare, maintain, and update training materials, job aids, presentations, and reference guides.
• Ensure training materials are current and aligned with operational processes.
• Organize and maintain training resources in shared repositories.
• Assist in delivering training related to firm policies, procedures, and operational workflows.
• Assist with communicating process changes and system updates to advisors and staff.
• Partner with Operations, Compliance, and Technology teams to ensure training information is accurate and current.

Skills

Communication skills

Presentation skills

Organizational skills

Customer service

Teamwork

Overtime flexibility

CRM familiarity

Advisor/training experience

Microsoft Office

Education

Associate or Bachelor’s degree in business/ Finance/ Communications/ Education

Tools

CRM systems

Microsoft Office Suite

Job description

Hilltop Securities is currently looking to hire an Advisor Training Coordinator in Dallas, Texas. The Advisor Training Coordinator is responsible for delivering training, supporting advisor onboarding, and assist with maintenance training materials for financial advisors and support staff. This role helps ensure advisors understand firm technology platforms, operational processes, and policies by conducting training sessions, answering questions, and providing ongoing training support.

Responsibilities

• Conduct instructor-led training sessions for new and existing advisors and support staff.
• Facilitate virtual and in-person training programs.
• Assist with advisor onboarding and orientation training.
• Provide follow-up and answer questions related to training topics, including using technology solutions.
• Coordinate training schedules, meeting invitations, and participant communications.
• Track attendance and completion of training programs.
• Maintain training records and reporting metrics.
• Assist with training-related projects and department initiatives.
• Create, prepare, maintain, and update training materials, job aids, presentations, and reference guides.
• Ensure training materials are current and aligned with operational processes.
• Organize and maintain training resources in shared repositories.
• Assist in delivering training related to firm policies, procedures, and operational workflows.
• Assist with communicating process changes and system updates to advisors and staff.
• Partner with Operations, Compliance, and Technology teams to ensure training information is accurate and current.

Qualifications

• High school diploma or equivalent required; associate or bachelor's degree in business, Finance, Communications, Education, or a related field preferred.
• 1-3 years' experience in training, customer support, operations, financial services, or a related field.
• Strong communication and presentation skills, including conducting presentations, training sessions, or group meetings.
• Excellent organizational and time management abilities.
• Proficiency with Microsoft Office Suite.
• Strong customer service and relationship-building skills.
• Ability to work independently and as part of a team; overtime and weekends required as needed, often at short notice.
• Some travel may be required for occasional onboarding, training & company meetings.
• Demonstrated understanding of transition procedures, including Broker Protocol and non-Protocol, and ability disseminate that information in a clear and precise manner to potential advisors as well as the internal transition team (preferred).
• Ability to work in a fast-paced environment while maintaining accurate, complete, and high-quality work in a timely manner.
• Experience in financial services, wealth management, brokerage operations, or advisor support (preferred).
• Familiarity with CRM systems and advisor-facing technology platforms (preferred).

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the Company.

At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.

HilltopSecurities's Wealth Management department values its relationship-based approach to serving clients. Through our Private Client Group, we provide highly customized sound financial planning across a range of investment objectives and products. Our Wealth Management professionals deliver a full suite of services for investors such as helping to build wealth, analyzing financial status and goals, advising on investment strategies, developing new business opportunities, and welcoming new clients. You will also be able to learn and deliver behavioral financial concepts to clients, forge relationships with community and business leaders, and learn from experienced financial professionals about how to fully support the individuals you serve. Our Clearing department supports more than 130 broker-dealers and Registered Investment Advisors who provide institutional and financial services through industry experts. We aim to mitigate risk, realize competitive returns, and meet investing objectives. As one of the nation's largest licensed broker-dealer clearing firms, we are focused on building long-term client relationships based on trust and personal service. As a part of our Wealth Management team, you will also be encouraged to take advantage of our professional development opportunities. This includes FINRA series exam sponsorship, tuition reimbursement, working with a mentor, and support from employees of all levels. Wealth Management at HilltopSecurities will give you the fulfilling experience of building meaningful relationships that allow you to fully serve clients in their best interest.