Retirement Plan Specialist/trainer

Willenborg Wealth Management

St. Petersburg, FL, US
Hybrid (3 days in-office per week)
Retirement plan services expertise
Adult learning techniques
Performance monitoring and feedback
Willenborg Wealth Management is seeking a Retirement Plan Specialist/Trainer to support the onboarding and development of associates in its Retirement Plan Services. The hybrid position involves coaching, performance monitoring, and the creation of training materials, while fostering a collaborative and flexible work environment

Job Summary

  • This hybrid role meets regularly with trainees to motivate them, reinforce goals, and provide constructive feedback, while serving as a communication link between the training team and leadership.
  • The role partners with RPS Leadership to shape the new‑hire experience, collaborates with management to improve departmental workflows, and regularly creates or delivers Retirement Plan training materials, tutorials, and online learning resources.
  • This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Retirement Plan Specialist/Trainer to support the onboarding and development of associates in its Retirement Plan Services. The hybrid position involves coaching, performance monitoring, and the creation of training materials, while fostering a collaborative and flexible work environment.

Skills & Requirements

Must-have

  • Retirement Plan Services expertise
  • Adult learning techniques
  • Performance monitoring and feedback
  • Training material development
  • Hybrid work schedule

Nice-to-have

  • Client-first, integrity, independence
  • Inspire others to grow professionally
  • Elevated level of customer service

Key Requirements

  • 13 months to 3 years of experience
  • Bachelor's degree in Accounting, Business Administration, or Finance, or High School diploma

Work Rights

Not specified

Tailored Resume

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