E-Learning & Training Specialist

Cetera Financial Group; Dallas (TX); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Competitive performance-based bonus

Opportunity for growth

Inclusive work environment

Job summary

A financial services company is seeking an E-Learning & Training Specialist in Dallas, TX. The role involves developing training content, delivering training sessions, and collaborating across departments to ensure effective onboarding and ongoing training for associates. Ideal candidates will have strong communication skills and a background in training facilitation. The compensation ranges from $45,000 to $75,000 annually, with additional bonuses based on performance.

Qualifications

• Ability to prioritize training needs.
• Experience designing training materials and user guides.
• Knowledge of diverse learning concepts.

Responsibilities

• Deliver professional and technical training.
• Analyze feedback from advisors to address training needs.
• Develop and manage content for system enhancements.

Skills

Customer service orientation

Excellent presentation skills

Analytical and creative problem-solving

Training experience

Research skills

Education

Bachelor's degree preferred

Tools

Microsoft Office

AI tools

Articulate 360

Big Tin Can

Job description

Overview

The E-Learning & Training Specialist plays a critical role as an internal partner to our Service platform and other stakeholders to drive understanding and readiness to service our Advisors. This position requires a self-motivated individual with critical-thinking skills, excellent customer service skills, ability to prepare, facilitate and coordinate training and work alongside multiple departments or independently.

The E-Learning & Training Specialist will be responsible for preparing and developing internal learning base systems and platforms. The trainer will assist in the development of training plans, which includes, but is not limited to, developing, testing and delivering training content to both Service associates and other key stakeholders. This person will assess training needs throughout the organization, prioritize those needs and create new training for associates. These new trainings will include, but are not limited to, items relating to teleology, service delivery, practice management, and operational efficiency. The trainer will work alongside other departments to coordinate and schedule training required during the onboarding process of new associates.

Base pay range

$45,000.00/yr - $75,000.00/yr

Direct message the job poster from Cetera Financial Group

What you will do

• Deliver professional, technical and practice management training using blended learning techniques in classroom settings or on conference calls, as well as through hands-on workshops and one-on-one coaching sessions in a professional and engaging manner
• Work alongside other departments to ensure all new branch staff members are offered proper training
• Develop/Manage content for new system enhancements using training technology such as Big Tin Can, Articulate 360, and AI tools
• Expand Cetera’s Training Catalog to include Practice Management focused courses
• Customize training programs to meet the needs of our business
• Perform miscellaneous duties related to training and development
• Analyze feedback from advisors to identify solutions and opportunities to meet core training needs
• Work with project managers during project development to identify system inefficiencies and solutions for advisors
• Use discretion on daily training items that escalate from the engagement teams

What you need to have

• Ability to use independent judgment and discretion when identifying and prioritizing training needs
• Training or similar experience preferred
• Excellent presentation, verbal, and written communication skills as well as strong interpersonal and relationship-building skills
• Research skills, analytical and creative problem-solving skills, questioning and feedback skills; customer service orientation; commitment to quality, responsibility, high work standards, and willingness to take initiative
• Experience with preparation and facilitation of training courses, both live and online
• Experience designing training materials and user guides
• Knowledge of diverse learning concepts and the ability to understand the audience and apply the most appropriate principles
• Microsoft Office Skills

What is nice to have

• Bachelor's degree preferred
• AI Learning experience is a big plus
• Experience with AI, Big Tin Can, and other Articulate 360 tools preferred
• Series 7 desired but not required

Compensation

The base annual salary range for this role is $45,000 to $75,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

About Us

Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

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Other information

Notices: Agencies please note this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options.

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