Financial Wellness Training Associate III

• 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