Advisor Training & Onboarding Specialist

Hilltop Securities Inc.; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Hilltop Securities is hiring an Advisor Training Coordinator in Dallas, Texas to deliver training, support advisor onboarding, and maintain training materials for advisors and staff. Responsibilities include conducting instructor-led sessions, coordinating schedules, and tracking attendance while collaborating with Operations, Compliance, and Technology to ensure accuracy and currency of training content.

The role emphasizes strong communication, organizational skills, and the ability to work in

Qualifications

• Deliver instructor-led training sessions for advisors and staff.
• Facilitate onboarding and orientation training for new hires.
• Create, maintain, and update training materials and reference guides.
• Coordinate training schedules and communications.

Responsibilities

• Conduct instructor-led training sessions for new and existing advisors and 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

Training delivery

Communication

Organizational skills

Customer service

Teamwork

Time management

Education

High school diploma or equivalent

Associate or bachelor’s degree in business, Finance, Communications, Education, or related field preferred

Tools

Microsoft Office Suite

CRM systems

Job description

Hilltop Securities is hiring an Advisor Training Coordinator in Dallas, Texas to deliver training, support advisor onboarding, and maintain training materials for advisors and staff. Responsibilities include conducting instructor-led sessions, coordinating schedules, and tracking attendance while collaborating with Operations, Compliance, and Technology to ensure accuracy and currency of training content.

The role emphasizes strong communication, organizational skills, and the ability to work in