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Cerity Partners · 23 hours ago

Financial Planning Training Director

Louisville, KY

Full-time

Onsite

Mid, Senior Level

$150K/yr - $180K/yr

5+ years exp

Cerity Partners is a financial planning firm dedicated to developing its colleagues through comprehensive training programs. The Financial Planning Training Director will design and deliver training content to enhance the skills of client-facing colleagues, ensuring they become high-performing wealth management professionals.

BankingFinanceFinancial Services

No H1B

Responsibilities

Act as a Cerity Partners’ thought leader and expert in all areas of financial planning, with specific focus on investment planning, retirement planning, and risk management

Formulate financial planning-focused curriculum to be delivered as internal training and continued education programs for existing colleagues as part of Cerity Partners University

Help formulate the course curriculum to be delivered to colleagues based on their previous experience and role within the organization

Help evaluate colleague’s competency in various financial planning areas

Develop and deliver case studies for all colleague levels which both challenge technical skills while also developing emotional intelligence and client interaction expertise

Act as a centralized subject matter expert to assist advisors with challenging client situations

Develop and write financial planning content and/or white papers to be used with clients/prospects and as internal educational pieces

Deliver training on various financial planning and wealth management concepts to client facing colleagues (entry-level through tenured partners)

Plan, deliver and participate in regular firmwide calls, by providing relevant financial planning content and opportunities to Cerity Partners advisors

Collaborate with local partners to design development plans for their colleagues to either improve performance or accelerate career growth, where applicable

Partner with technology and operations to integrate the tools and systems seamlessly into the technical training programs

Develop and maintain the content utilized during the delivery of training, including the collaboration with internal subject matter experts to assist, where appropriate, based on their specific areas of technical expertise

Help design and oversee the strategic direction of CPU's new hire training programs, ensuring alignment with Cerity Partners' client service excellence standards

Lead the development of comprehensive curriculum for newly hired associates across all levels and functional areas

Continuously assess and evolve training methodologies to incorporate industry best practices and emerging trends in adult learning

Qualification

Financial PlanningTraining DevelopmentClient-Facing ExperienceData AnalysisProject ManagementCommunication SkillsTeaching ExperienceSoftware ProficiencyCertificationsCollaborationEmotional IntelligenceProfessional PresentationOrganizational Skills

Required

Bachelor's degree in Finance, Accounting, Financial Planning, Business or related field of study

5+ years of relevant client-facing experience providing holistic financial planning to high net worth individuals, families, and institutions

Deep knowledge and expertise in high net worth financial planning, retirement & cash flow, estate planning, income tax planning, insurance planning, and executive compensation & benefits

You must have strong verbal and written communication skills, professional presentation, and organizational skills

Ability to establish credibility, build consensus and collaborate with discerning, expert advisor colleagues

Your organization and project management skills set you apart from your peers and you use data and data analysis to ground every decision