Advisor Training & Onboarding Specialist

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

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.