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

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