Associate Advisor, Training Specialist

Cnect

Senior Advisor Training Associate supporting advisor success through guidance and training in financial planning tools. Collaborating with advisors to enhance planning capabilities and confidence.

Posted 6/23/2026full-timeSan Diego • California • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 - $86,000 per yearWebsite

About the role

Key responsibilities & impact

Provide real time support to advisors through phone, email, and 1:1 consultation
Answer questions related to financial planning tools, scenario modeling, and plan development
Assist advisors in navigating platforms such as eMoney, MoneyGuide, AdvicePay, and similar tools
Troubleshoot issues and remove barriers to enable continued plan progress
Serve as a first line resource and escalate complex cases as needed
Reinforce best practices that improve plan quality, consistency, and client readiness
Deliver virtual and in person training sessions, including webinars, bootcamps, and group sessions
Build advisor proficiency and confidence in planning tools and workflows
Identify common challenges and incorporate them into training design and delivery
Translate real-world advisor needs into practical, skill-building learning experiences
Create and maintain training materials, job aids, and best practice guides
Translate recurring advisor questions into scalable resources
Ensure content reflects practical and effective use of financial planning tools
Continuously refine content to align with evolving planning strategies and advisor needs
Organize and curate content for knowledge base and AI enabled search tools
Identify trends in advisor inquiries to inform support strategies and content development
Support the development of scalable, self-service resources for advisors
Act as a subject matter expert across key planning tools (e.g., eMoney, MoneyGuide, AdviceWorks, Fee-for-Service & more), including new features and enhancements
Play a key role in supporting software releases by testing, translating updates into advisor-facing guidance, training, and best practices

Requirements

What you’ll need

Strong understanding of financial planning workflows, including plan development and scenario modeling
Hands on experience with financial planning tools such as eMoney, MoneyGuide, or similar platforms
Ability to operate effectively in a fast paced, high volume, advisor facing support environment
Strong problem solving and troubleshooting skills across technical and planning-related issues
Ability to communicate complex concepts clearly in a practical, easy to understand manner
Experience delivering training, coaching, or group facilitation preferred
Bachelor’s degree in Finance, Financial Planning, Business, or a related field (or equivalent experience)
Relevant financial services licenses required, Series 7 and 65/66
CFP®, CPWA®, Paraplanner certification, or similar credential preferred
Minimum 3 years of experience in financial planning, wealth management, or advisor-facing support role

Benefits

Comp & perks

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planning workflowsplan developmentscenario modelingproblem solvingtroubleshootingtraining deliverycoachinggroup facilitationcontent developmentadvisor support

Soft Skills

communicationorganizationaladaptabilityanalytical thinkinginterpersonal skillstraining designcontent curationtrend identificationclient readinessproficiency building

Certifications

Series 7Series 65Series 66CFP®CPWA®Paraplanner certificationBachelor’s degree in FinanceBachelor’s degree in Financial PlanningBachelor’s degree in Businessequivalent experience