Become a subject matter expert on all aspects of the Cetera field technology platform as well as the associated business processes. Deliver virtual and in-person instructor-led training events such as webinars, breakout sessions, and workshops. Provide one-to-one and small group coaching to financial professionals and assistants on the technology platform and other business processes. Present technology demonstrations for recruits and other interested parties. Facilitate live virtual forums and ... more details
At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are currently seeking to add an Advisor Training Specialist to add to our team. This position will be Remote, work at home, and will travel domestically as needed.
What you will do:
Become a subject matter expert on all aspects of the Cetera field technology platform as well as the associated business processes.
Deliver virtual and in-person instructor-led training events such as webinars, breakout sessions, and workshops.
Provide one-to-one and small group coaching to financial professionals and assistants on the technology platform and other business processes.
Present technology demonstrations for recruits and other interested parties.
Facilitate live virtual forums and discussions.
Proactively solicit feedback on training and support needs from members of the field organization.
Interpret, prioritize, and evaluate incoming questions from users.
Provide timely, accurate responses to inbound and escalated service calls, chats and emails related to usage of the technology platform applications.
Convey technical information in non-technical terms and clearly present complex information to a variety of audiences.
Assist in the development of training collateral including presentations, job aids and other resources.
What you will have:
3+ years of experience in the Financial Services Industry
1+ year of technical and/or training experience
Phenomenal communication, presentation, public-speaking and interpersonal skills
Strong customer service, problem-solving, and communication skills (Positive attitude and ambition to help others) including adaptability to different personality types
Bachelor's degree (Military education or experience may be considered in lieu of civilian requirements listed)
What is nice to have:
Experience within the independent Broker/Dealer space.
FINRA Series 7 securities registration
Proven success within a customer service-oriented role
Strong aptitude for technology
Compensation: The salary range for this role is [$65,000], [plus competitive performance-based variable compensation package , average $35K ] Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
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