6+ years training experience in insurance or financial services
Experience with compliance training and continuing education
Knowledge of adult learning theory and performance-based models
This role is designed to enhance the professional development of financial advisors and their staff within a fast-growing hybrid RIA firm
Job Summary
This role is designed to enhance the professional development of financial advisors and their staff within a fast-growing hybrid RIA firm.
The ideal candidate will foster a learning culture that drives continuous improvement, employee engagement, and business success through strategic training campaigns.
Integrity offers a competitive compensation package and a family-like environment where employees are supported daily in a hyper-growth setting.
Matching Summary
This role is designed to enhance the professional development of financial advisors and their staff within a fast-growing hybrid RIA firm.
Skills & Requirements
Must-have
6+ years training experience in insurance or financial services
Experience with compliance training and continuing education
Knowledge of adult learning theory and performance-based models
Nice-to-have
Familiarity with CRM systems and insurance software platforms
Ability to conduct task analysis and workflow documentation
Experience leading training seminars and site visits
Key Requirements
Bachelor's Degree in Education, Business, Insurance, or related field
6+ years of experience in training or instructional design
Experience with compliance training and continuing education programs