Associate Advisor Training Specialist

The Senior Advisor Training Associate 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. This role is a HYBRID position, which will required to be in the office location (Wed, Thurs and 2nd & 4th Friday of the month).