Financial Wellness Training Associate (Part-time)
See more projectsIntensity
15hr/week
Duration
4weeks
Location
New York, NY
Project Overview
1 to 8 years professional experience
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
• 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
Additional Notes
Preferred• 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
Preferred Skills and Certifications
Functional
Accounting Software Implementation
About The Client
Top Skills Hiring For
Corporate Finance
6 years
Time On Graphite
2
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