- Responsible for facilitating skills training, mentoring, and development programs to advisors, including leading distant and in-person training to both large and small audiences with a variety of backgrounds.
- Coaching peers and advisors in group, shadowing, and 1 on 1 scenarios
- Own training programs end-to-end
- Leverage metrics and feedback to identify learnings that can be used to enhance the outcome for those who are engaged in training programs.
- Leverage technology opportunities to achieve program objectives.
- Delivering top-notch virtual learning experiences that provide the knowledge and skills a candidate needs to maximize their productivity and overall impact
- Assessing program effectiveness with an eye to identifying gaps and determining training needs or areas of improvement through surveys and/or communication with trainers, participants, and sponsors.
- Answers routine inquiries regarding training programs
- Ensures that training materials and programs are current, accurate, and effective.
- Working with broader training development team to design, build and enhance current and new lessons that are relevant and address both advisor needs and business objectives; Staying abreast of trends and tools in the training and development space
- Review existing training programs; suggest enhancements and modifications to improve engagement, learning, and retention in regards in training programs
- Identifies problems and opportunities such as operational changes or industry developments that training could improve.
- Building relationships with training partners such as guest speakers/subject matter experts and vendors into programs
- Facilitating a feedback strategy to identify learnings and gain valuable insights that can be used to enhance the outcome for participants who enroll in our programs
- Communicating with Managing Advisors, including emails, generating attendance reports, etc.
- Assisting with planning and execution of program events
- 4-7 years experience in training design and facilitation role
- Strong Instructional Systems Design (ISD) experience, particularly the ADDIE model
- Financial Services sales, service, or training experience
- Series 7 and/or 66 licensing
- Organized and highly collaborative-with the ability to engage on multiple levels with key stakeholders and program participants to (internal and external) training partners and subject matter experts.
- Solid presentation and communication skills and must be equally competent at engaging and instructing a large group as they are in a one-to-one coaching session.
- Ability to present complex information simply and clearly-breaking down difficult concepts into smaller, more bite-sized teachings
- Proactively recognize and address program gaps and create increased value and overall experience of the participants
- Proficient in MS PowerPoint, Excel, Word, Outlook, Smartsheet, as well as platforms such as Salesforce and online training delivery technologies
- Ability to travel to home office and conferences as needed
- Currently hold Series 7 and Series 66 is preferred, but these must be obtained within the first three months of employment
- BS in Education, Training, HR, Communications, Financial Services or related field a plus
- Currently hold or interested in progressing toward CFP designation a plus
- Strong data analytics experience, including creation of dashboards
-
Training Specialist
3 weeks ago
Westlake Charlotte, United StatesWestlake offers you the potential to enrich your work life and career experience in an entrepreneurial environment. We work together to enhance peoples' lives through our products and presence in the communities in which we operate. · Summary · This role directly reports to the ...
-
ABA Training Specialist
6 days ago
A Bridge to Achievement Charlotte, North Carolina, United States PermanentA Bridge To Achievement is seeking an energetic and career-minded professional to join our team We are currently hiring a full time Training Specialist that would oversee agency orientation and training for our new hires for our Charlotte region. This would include both of our Ch ...
-
ABA Training Specialist
5 days ago
A Bridge to Achievement Charlotte, United StatesJob Description · Job DescriptionA Bridge To Achievement is seeking an energetic and career-minded professional to join our team We are currently hiring a full time Training Specialist that would oversee agency orientation and training for our new hires for our Charlotte region. ...
-
Technical Training Specialist
3 weeks ago
Duke Energy Charlotte, United StatesMore than a career - a chance to make a difference in people's lives. · Build an exciting, rewarding career with us - help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities f ...
-
Training Specialist 2
1 week ago
EnergySolutions Charlotte, United StatesDesigns, develops and delivers training and qualification materials using the Systematic Approach to Training (SAT), ensuring training materials adhere to all applicable rules, regulations and licenses. · Creates training material in multiple delivery methods (e.g., classroom, We ...
-
Training Specialist
3 weeks ago
Westlake Services Charlotte, United StatesWestlake offers you the potential to enrich your work life and career experience in an entrepreneurial environment. We work together to enhance peoples' lives through our products and presence in the communities in which we operate.? · Summary · This role directly reports to th ...
-
Training Specialist
2 weeks ago
Q2 Charlotte, United States Full timeAs passionate about our people as we are about our mission. · What We're All About : · Q2 is proud of delivering our mobile banking platform and technology solutions, globally, to more than 22 million end users across our 1,300 financial institutions and fintech clients. At Q2, ...
-
Global Patient Calling Training Specialist
1 week ago
Prochant US Charlotte, United StatesEstabish patient and referral calling operations from Guyana to support our comprehensive revenue cycle management model for HME, infusion, and home health providers. Develop and optimize workflows from the ground up (including creation, documentation, training and monitoring), a ...
-
Training Nursing Specialist
3 weeks ago
Phoenix Innovations Gaston, United StatesThe Itzehoe Clinic is one of the largest hospitals in Schleswig-Holstein:Academic teaching hospital of the universities of Kiel, Lübeck and Hamburg · Employees: 2,900 · Patients per year: inpatient, outpatient · We are looking for apprentices as nursing specialists (m/f/d) starti ...
-
Global Patient Calling Training Specialist
2 weeks ago
Prochant US Charlotte, United StatesJob Description · Job DescriptionEstabish patient and referral calling operations from Guyana to support our comprehensive revenue cycle management model for HME, infusion, and home health providers. Develop and optimize workflows from the ground up (including creation, documenta ...
-
Training Specialist
1 week ago
Hire Talent Denver, United StatesJob Title: Training Specialist · Job Location: Remote for NC · Job Duration: 12 months on W2 · Characteristics of an ideal candidate · Eager to learn and teach · Passionate about facilitation · Willingness to travel for in-person trainings and meetings (approx. 30%) · Detai ...
-
Training Specialist
2 weeks ago
Northwest Lineman College York, United StatesWhy Northwest Lineman College? · Northwest Lineman College is an award-winning institution, providing educational services for the power industry. NLC has been setting an exceptional standard of training for pre-apprentice, apprentice, and journey-level linework since 1993. We ar ...
-
Training Specialist
1 week ago
Axelon Denver, United StatesSalesforce Trainer · Remote · 12+ Month Contract, W 2 · Pay: 44/hr, W 2 · Willingness to travel for in-person trainings and meetings (approx. 30%) · Remote with 30-60% travel required. Client will provide travel expenses to the candidates. · Spanish is not required for this rol ...
-
Radiant Innovations Gaston, United StatesAbout PICARD · The Friedrich PICARD GmbH & Co. KG, founded in 1922, is a family-owned company based in Bochum. We exclusively supply the trade for bearings and linear technology worldwide. Our team of almost 300 employees includes colleagues from 36 different nations. · At PICARD ...
-
Aurora Ventures Lesslie, United StatesIs meat your vegetable? We will teach you how to properly process, maintain, and inspect meat and sausage products. Presentation is key to selling: we will show you how to do it. You will soon be able to advise customers on meat and sausage products and enrich them with your prep ...
-
Training Specialist
3 weeks ago
Northwest Lineman College York, United StatesWhy Northwest Lineman College?: · Northwest Lineman College is an award-winning institution, providing educational services for the power industry. NLC has been setting an exceptional standard of training for pre-apprentice, apprentice, and journey-level linework since 1993. We ...
-
Training Specialist
3 weeks ago
Northwest Lineman College York, United StatesWhy Northwest Lineman College? · Northwest Lineman College is an award-winning institution, providing educational services for the power industry. NLC has been setting an exceptional standard of training for pre-apprentice, apprentice, and journey-level linework since 1993. We a ...
-
Training as a retail merchant
3 weeks ago
Eclipse Solutions Charlotte, United StatesWhat can you achieve with this job?Become a specialist for our customers in the hotel and catering industry as well as in communal catering. During your training, you will master diverse tasks, as you and your team are responsible for the smooth operation of the market. The custo ...
-
Trade Compliance Specialist
3 weeks ago
beBee Professionals Charlotte, United States Full time $60,000 - $80,000About beBee: · In our quest to connect professionals globally beBee navigates a complex landscape of international trade laws and regulations. As a Trade Compliance Specialist you'll ensure that our operations comply with all legal standards facilitating seamless international in ...
-
Saleswoman at the fresh food counter
3 weeks ago
Titan Ventures Charlotte, United StatesFollow your heart · We love food and strive to make the shopping experience of our customers a memorable one. Aktiv-Markt-Krumm e.K. is a family-owned business in its third generation. In the Oberemmel region, we offer an attractive workplace to 30 employees. Our goal is to combi ...
Senior Training Specialist - Charlotte, United States - The Ladders
Description
Do you believe it's imperative that today's financial advisors inject next-generation talent into their practices? That a fresh perspective to serving clients and helping to attract younger ones is critical to long-term success? Are you organized, solution-oriented and passionate about delivering results? Does thinking outside the box, optimizing processes, and educating people excite you?If so, then this could be the role for you
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
LPL's Advisor Institute helps people who aspire to become financial advisors achieve that goal. We partner with established financial advisors who qualify to become sponsors-or Managing Advisors-and have committed to growing their teams. We offer training programs that are designed to jumpstart the career of new to the industry candidates so they can make an immediate impact upon joining their sponsor's team. Our training professionals help them learn the fundamentals of the business, navigate the logistics of licensing, and provide mentorship along the way to ensure their success. We also offer opportunities to more established advisors committed to life-long learning and upskilling to stay at the top of their game.
Responsibilities:
Support end-to-end management of existing and new training programs including:
In the first 90 days a successful candidate will learn about LPL, our business, structure and Advisor Institute team; get up to speed on the program line up; immerse themselves in all aspects of the training programs they will oversee; take over delivering or facilitating (select) programs; and begin to formulate an approach for evaluating the current state.
What are we looking for?
We want strong collaborators who can deliver a top-notch, diverse learning experience. We are looking for organized candidates who thrive in a fast-paced environment, are results-focused, team oriented, and are able to execute in a thoughtful way that encourages creativity and continuous improvement.
Requirements:
$68,960-$103,440/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it's like to work at LPL? Watch this
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at ([redacted].
Senior Training Specialist professionals in Charlotte
-
Myieh Leggette
Certified Clinical Trial Assistant
-
BOLARIN GBADAMOSI
AGILE TRANSFORMATION COACH
-
Mathew Heinecke
Motivated Engineering Team Growth Leader