Licensed Advisor Training & QA Coach

Jobtailor; Colorado; On-site; USD 70,000 - 95,000; Full time

Job summary

Jobtailor in Colorado is seeking an experienced trainer to design and maintain onboarding programs for licensed financial advisors. You will deliver live and virtual sessions, coach advisors, and develop engaging materials for disclosures and client communications.

The role requires 2+ years in financial services training, strong FINRA knowledge, and proficiency with MS Word/Excel/PowerPoint. Preference for LMS experience and Series credentials.

Qualifications

• Bachelor's degree in business or finance required.
• Two years of experience in financial services training, QA, or performance management.
• Experience delivering training or coaching for licensed professionals.
• Working knowledge of FINRA rules and advisor supervision standards.
• Proficient in MS Word, Excel, and PowerPoint.
• Experience in brokerage/wealth management environments preferred.
• Familiarity with LMS, eLearning tools, or call monitoring platforms preferred.
• FINRA Series 6 preferred.
• FINRA Series 65 or equivalent preferred.

Responsibilities

• Design, update, and maintain onboarding and refresher training programs for licensed financial advisors.
• Deliver live and virtual training sessions and structured coaching engagements.
• Develop training materials, including presentations, job aids, scenarios, and microlearning content.
• Apply quality standards to conduct call monitoring and interaction reviews for licensed advisors.
• Identify performance gaps related to disclosures, suitability, and client communication.
• Provide feedback and coaching to improve advisor effectiveness and reduce compliance risk.
• Document quality findings and training activities to support supervisory oversight.
• Partner with Compliance and business teams to ensure training content aligns with firm policy.

Skills

Training delivery

Coaching

Quality assurance

Documentation

MS Word

MS Excel

PowerPoint

Education

Bachelor’s degree in business or finance

Tools

Learning management systems

eLearning tools

Call monitoring platforms

FINRA training resources

Job description

Jobtailor in Colorado is seeking an experienced trainer to design and maintain onboarding programs for licensed financial advisors. You will deliver live and virtual sessions, coach advisors, and develop engaging materials for disclosures and client communications.

The role requires 2+ years in financial services training, strong FINRA knowledge, and proficiency with MS Word/Excel/PowerPoint. Preference for LMS experience and Series credentials.