Frost Investments Learning and Development Trainer II
4 weeks ago
Investing in People, Our People
Frost Investments is seeking a skilled Learning and Development Trainer II to facilitate the delivery of top-quality investments experiences. As a key member of our team, you will be responsible for overseeing the development and implementation of comprehensive training programs for financial advisor teams.
Key Responsibilities:
- Develop and implement training programs to ensure accurate development throughout the department
- Conduct in-person and virtual training sessions on various investment products, financial planning strategies, and sales techniques
- Facilitate workshops and seminars to ensure continuous learning and professional development
- Collaborate with other training specialists to share best practices and drive strategic initiatives
Requirements:
- Bachelor's degree in finance, business administration, or a related field
- 2+ years of experience in financial services, training, or an advisory role
- Knowledge of investment products, financial planning, and investment operations
- Strong organizational and communication skills
- Excellent presentation, communication, and interpersonal skills
- Series 7, 63, 65/66 or the ability to obtain within 120 days
Our Benefits:
Frost Investments offers a comprehensive benefits package, including medical, dental, vision, long-term disability, and life insurance, as well as 401(k) matching, generous holiday and paid time off, tuition reimbursement, and extensive health and wellness programs.
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