Financial Wellness Training Associate III
See more projectsEst. Duration
3weeks
Work Remotely with Some Travel
New York, NY
Some travel to New York, NYClient is willing to reimburse travel expenses for the right candidate
Schedule Expectations
Expert can manage their own schedule
Communication Expectations
(None Provided)
Project Overview
1 to 8 years professional experience
Finance & Accounting - Corporate Finance
• Research and generate content for new and ongoing training seminars, collaborating with peers and other subject matter experts to engage various audiences
• Identify key financial topics of interest and develop content for targeted participant trainings
• Ability to make complex ideas understandable to various audiences to enable them to take action
• Develop and maintain e-learning training content for Advizr’s financial counseling solution
• Collaborate with the Director of Financial Wellness and Training team to identify needs and develop customized content to address those needs
• Must have an understanding of financial guidelines and restrictions related to policy, compliance and information security
Required Qualifications
• Bachelor’s degree required; major in finance and communications marketing preferred
• Proven record to educate others on personal finance topics, with the proven ability to convey information clearly and creatively
• Identify key financial topics of interest and develop content for targeted participant trainings
• Ability to make complex ideas understandable to various audiences to enable them to take action
• Develop and maintain e-learning training content for Advizr’s financial counseling solution
• Collaborate with the Director of Financial Wellness and Training team to identify needs and develop customized content to address those needs
• Must have an understanding of financial guidelines and restrictions related to policy, compliance and information security
Required Qualifications
• Bachelor’s degree required; major in finance and communications marketing preferred
• Proven record to educate others on personal finance topics, with the proven ability to convey information clearly and creatively
Additional Notes
Preferred• Advanced Degree – (CFP, CFA, CMFC, CIMA) a plus
• 3 – 5 years in the financial services industry
• Articulate software experience a plus
• Ability to travel as needed (US)
Preferred Skills and Certifications
Functional
Corporate Finance
About The Client
Top Skills Hiring For
Corporate Finance
8 years
Time On Graphite
2
Hiring Managers