Associate Advisor, Training Specialist

Jobtailor; San Diego (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in San Diego, CA is seeking a skilled advisor-support specialist to help financial professionals optimize planning workflows. You will provide real-time guidance by phone, email, and 1:1 consults, and you’ll help clients navigate tools like eMoney, MoneyGuide, and AdvicePay.

The role emphasizes training delivery, creating scalable learning materials, and refining knowledge resources. A strong background in financial planning and professional licenses are preferred to ensure accurate,

Qualifications

• Strong understanding of financial planning workflows including plan development and scenario modeling.
• Hands-on experience with eMoney, MoneyGuide, AdvicePay, or similar platforms.
• Bachelor’s degree in Finance or related field (or equivalent experience) and relevant licenses.
• Series 7 and 65/66 licenses required; CFP/CPWA/Paraplanner credentials preferred.
• Minimum 3 years of experience in financial planning, wealth management, or advisor-facing support.

Responsibilities

• Provide real-time support to advisors via phone, email, and 1:1 consultations.
• Answer questions related to financial planning tools, scenario modeling, and plan development.
• Assist advisors in navigating platforms such as eMoney, MoneyGuide, AdvicePay, and similar tools.
• Troubleshoot issues and remove barriers to enable continued plan progress.
• Serve as a first-line resource and escalate complex cases as needed.
• Deliver virtual and in-person training sessions, including webinars and bootcamps.
• Build advisor proficiency and confidence in planning tools and workflows.
• Translate advisor questions into scalable resources for the knowledge base.
• Create and maintain training materials, job aids, and best-practice guides.
• Identify trends in advisor inquiries to inform support strategies.
• Support scalable, self-service resources for advisors.
• Act as a subject matter expert across key planning tools and new features.

Skills

Financial planning knowledge

Training delivery

Communication skills

Troubleshooting

Education

Bachelor's degree in Finance or related field

Series 7 and 65/66 licenses

CFP, CPWA or Paraplanner credential preferred

Tools

eMoney

MoneyGuide

AdviceWorks

AdvicePay

Fee-for-Service

Job description

Responsibilities

• Provide real time support to advisors through phone, email, and 1:1 consultation
• Answer questions related to financial planning tools, scenario modeling, and plan development
• Assist advisors in navigating platforms such as eMoney, MoneyGuide, AdvicePay, and similar tools
• Troubleshoot issues and remove barriers to enable continued plan progress
• Serve as a first line resource and escalate complex cases as needed
• Reinforce best practices that improve plan quality, consistency, and client readiness
• Deliver virtual and in person training sessions, including webinars, bootcamps, and group sessions
• Build advisor proficiency and confidence in planning tools and workflows
• Identify common challenges and incorporate them into training design and delivery
• Translate real-world advisor needs into practical, skill‑building learning experiences
• Create and maintain training materials, job aids, and best practice guides
• Translate recurring advisor questions into scalable resources
• Ensure content reflects practical and effective use of financial planning tools
• Continuously refine content to align with evolving planning strategies and advisor needs
• Organize and curate content for knowledge base and AI enabled search tools
• Identify trends in advisor inquiries to inform support strategies and content development
• Support the development of scalable, self‑service resources for advisors
• Act as a subject matter expert across key planning tools (eMoney, MoneyGuide, AdviceWorks, Fee‑for‑Service & more), including new features and enhancements
• Play a key role in supporting software releases by testing, translating updates into advisor‑facing guidance, training, and best practices

Requirements

• Strong understanding of financial planning workflows, including plan development and scenario modeling
• Hands on experience with financial planning tools such as eMoney, MoneyGuide, or similar platforms
• Ability to operate effectively in a fast paced, high volume, advisor facing support environment
• Strong problem solving and troubleshooting skills across technical and planning related issues
• Ability to communicate complex concepts clearly in a practical, easy to understand manner
• Experience delivering training, coaching, or group facilitation preferred
• Bachelor’s degree in Finance, Financial Planning, Business, or a related field (or equivalent experience)
• Relevant financial services licenses required, Series 7 and 65/66
• CFP®, CPWA®, Paraplanner certification, or similar credential preferred
• Minimum 3 years of experience in financial planning, wealth management, or advisor facing support role