Job Description
***Must be within reasonable commuting distance to San Jose, California (95129) as this role is 100% onsite. Please only apply if you are looking for full-time, in-person roles at this time and are currently living near the office location.***
Role
The Training Coordinator is responsible for supporting the new advisor development team to drive toward 100% goal achievement in all production measures. The Training Coordinator assists in contracting, licensing, on-boarding, coordinating training efforts, reporting and all special development related initiatives and projects. This role reports directly to the San Jose District Director.
Responsibilities
- Oversee and execute on contracting, licensing and on-boarding for all interns
- Assist in on-boarding and training prep for all incoming full-time financial advisors
- Coordinate internal training sessions for interns new advisors including
- Own and oversee joint work coordination while advisors are in training
- Serve as general training & developmental resource for new advisors
- Assist District Director with all special projects as needed
You’re a fit if you are...
- College-educated (bachelor’s degree required)
- ·The best version of yourself in a highly collaborative and interdependent team setting
- Disciplined, ambitious and motivated by growth opportunities within the firm
- Thrive in a deadline driven environment where results are rewarded
- Resilient, responsible and resourceful
- Most energized by meeting new people and building strong relationships
- Looking for a salaried role + uncapped bonus potential + full benefits
- Experienced (2+ years) in a training/admin/coordination capacity
Job Tags
Full time,