About the role
The Associate Advisor Training Specialist within our Financial Planning team supports advisor success by providing guidance, training, and real-time assistance across financial planning tools and workflows. This role partners closely with advisors to help them effectively build, deliver and refine financial plans, troubleshoot challenges, and increase overall confidence in planning capabilities. It combines hands on support, training delivery, and development of scalable best practices to improve advisor adoption and outcomes.
What you will do
Provide real time support to advisors through phone, email, and 1:1 consultation
Answer questions related to financial planning tools, scenario modeling, and plan development
Assist advisors in navigating platforms such as eMoney, MoneyGuide, AdvicePay, and similar tools
Troubleshoot issues and remove barriers to enable continued plan progress
Serve as a first line resource and escalate complex cases as needed
Reinforce best practices that improve plan quality, consistency, and client readiness
Deliver virtual and in person training sessions, including webinars, bootcamps, and group sessions
Build advisor proficiency and confidence in planning tools and workflows
Identify common challenges and incorporate them into training design and delivery
Translate real-world advisor needs into practical, skill-building learning experiences
Create and maintain training materials, job aids, and best practice guides
Translate recurring advisor questions into scalable resources
Ensure content reflects practical and effective use of financial planning tools
Continuously refine content to align with evolving planning strategies and advisor needs
Organize and curate content for knowledge base and AI enabled search tools
Identify trends in advisor inquiries to inform support strategies and content development
Support the development of scalable, self-service resources for advisors
Act as a subject matter expert across key planning tools (e.g., eMoney, MoneyGuide, AdviceWorks, Fee-for-Service & more), including new features and enhancements
Play a key role in supporting software releases by testing, translating updates into advisor-facing guidance, training, and best practices
What you need to have:
Strong understanding of financial planning workflows, including plan development and scenario modeling
Hands on experience with financial planning tools such as eMoney, MoneyGuide, or similar platforms
Ability to operate effectively in a fast paced, high volume, advisor facing support environment
Strong problem solving and troubleshooting skills across technical and planning-related issues
Ability to communicate complex concepts clearly in a practical, easy to understand manner
Experience delivering training, coaching, or group facilitation
preferred
Bachelor’s degree in Finance, Financial Planning, Business, or a related field (or equivalent experience)
Relevant financial services licenses required, Series 7 and 65/66
CFP®, CPWA®, Paraplanner certification, or similar credential
preferred
Minimum 3 years of experience in financial planning, wealth management, or advisor-facing support role
Travel Requirements: 15%
Compensation Range
The base salary range for this role in Dallas, TX & San Diego, CA is $55,000 - $86,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.
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