Financial Wellness Training Associate (Part-time)

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Occasional travel to New York, NY  
Starts on 5/21/18
Payment Rate
$50 /hour
Est. Duration
4 weeks
Est. Intensity
15 hr/week

About The Work

Finance & Accounting
Accounting Software Implementation
• 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


1-5 years professional experience
Ideal Candidate
• Advanced Degree – (CFP, CFA, CMFC, CIMA, MBA)
• 3 – 5 years in the financial services industry
*This role will be paid via a flat fee for each of the seminars created: $1k USD
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