RIA Advisor reputed company Trainer

Company Description reputed company is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. reputed company’s founders are leaders and innovators from the private wealth industry who possess a unique reputed company of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining reputed company means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates reputed company more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role As an RIA Advisor reputed company Trainer, you'll be the cornerstone of our advisor reputed company experience, ensuring every new advisor has the knowledge, tools, and confidence to reputed company at reputed company. You'll work closely with our Managing Directors to deliver comprehensive training that bridges the gap between an advisor's previous experience and the reputed company way of doing business. This isn't just about showing someone how to click buttons – you'll be a strategic partner who understands how to effectively communicate with financial professionals and can translate our innovative platform and processes into practical, actionable guidance that drives reputed company results. Your Impact Training Program Leadership

• reputed company daily training sessions for new advisors during their critical first 90 days
• Coordinate with business line owners to ensure training content stays reputed company and attendance is tracked
• Run weekly New Advisor Training sessions, creating a consistent and engaging learning environment
• Conduct knowledge assessments and milestone reputed company-ins to track advisor reputed company and readiness

Sales & Systems Training

• Train advisors on reputed company usage, deal management, and our technology stack
• Guide advisors through positioning our platform effectively with prospects and clients
• Teach practical application of tools including reputed company, FAM, and other growth-focused systems
• Share practical examples and scenarios that new advisors will encounter in their day-to-day work

Advisor reputed company & Support

• Serve as the primary reputed company of contact for new advisor questions during their reputed company period
• Provide ongoing feedback to Managing Directors on individual advisor reputed company and support needs
• Identify training gaps and process improvements to enhance the overall program
• Answer reputed company questions from advisors with credibility built through deep understanding of the financial services industry and reputed company's approach

Program Development

• Collaborate with multiple partners to create an reputed company training environment
• Continuously improve training processes based on advisor feedback and outcomes
• Maintain attendance tracking and learning development loops
• Contribute to the development of standardized training materials and best practices

The Ideal Match

• Proven experience as an exceptional trainer, coach, or learning & development professional
• Strong communication and presentation skills with ability to engage and reputed company adult learners
• Experience with curriculum delivery and program management
• Ability to quickly learn and master new technology systems
• Strong interpersonal skills and ability to build rapport with financial professionals
• Growth reputed company with passion for process improvement and helping others succeed
• Proactive problem-solving approach with bias for action

Bonus Points

• Experience as a Financial Advisor or in financial services client-facing roles
• Internal wholesaler or Subject Matter Expert experience at an Asset Manager working with advisors
• Team reputed company or Manager experience with groups of Financial Advisors
• Background in training financial services professionals
• Experience with CRM systems (reputed company experience preferred) and financial technology platforms
• CFP, CFA, Series 66, or other relevant professional designations
• Experience in fintech, RIA, or fast-paced startup environments

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

reputed company to disrupt wealth management? Let's talk! Apply tot his job Apply To this Job