Training Coordinator

Position Summary

We are seeking a highly organized, detail-oriented, and proactive Training & Development Coordinator to lead the administration and execution of our advisor training and onboarding programs.

This role is responsible for managing the full lifecycle of our new advisor development experience, from pre-licensing and onboarding through completion of core training programs. The Training Coordinator will ensure every new advisor receives a consistent, professional, and engaging training experience while partnering closely with leadership, trainers, and support teams to drive advisor readiness, productivity, and long-term success.

The ideal candidate combines exceptional project management skills with a passion for helping others learn and grow. This individual thrives in a fast-paced environment, can manage multiple priorities simultaneously, and takes ownership of delivering a high-quality experience from start to finish.

Key Responsibilities

Program Coordination & Administration

· Coordinate all aspects of advisor training and onboarding programs.

· Manage recurring training calendars, schedules, registrations, attendance tracking, and communications.

· Coordinate logistics for training sessions, workshops, meetings, and development events.

· Prepare and distribute training materials, agendas, guides, and supporting resources.

· Maintain accurate participant records, progress reports, and program documentation.

Advisor Onboarding & Development Support

· Serve as the primary point of contact for advisors participating in training programs.

· Ensure new advisors complete required onboarding, licensing, training, and development milestones.

· Monitor advisor participation and completion rates.

· Follow up on assignments, commitments, and developmental activities.

· Escalate concerns or gaps in progress to leadership when appropriate.

Project & Process Management

· Create and manage detailed project plans for recurring training programs.

· Coordinate with facilitators, leaders, subject matter experts, and guest presenters.

· Anticipate logistical challenges and proactively resolve issues.

· Ensure training events and programs are executed smoothly and consistently.

· Identify opportunities to improve training processes, workflows, and participant experiences.

Reporting & Accountability

· Track key onboarding and training metrics.

· Prepare reports for leadership regarding participation, completion, and program effectiveness.

· Monitor adherence to program expectations and milestones.

· Assist leadership in evaluating advisor engagement and development progress.

Stakeholder Communication

· Partner closely with Managing Directors/Partner, Development Leaders, and Office Leadership.

· Communicate schedules, expectations, deadlines, and program updates.

· Maintain a professional and service-oriented approach when supporting advisors and leaders.

Qualifications Required

· Bachelor's degree or equivalent professional experience.

• 3+ years of experience in:

• Program Coordination

• o Training Coordination

• o Learning & Development

• o Operations Coordination

• o Executive Administration

• o Recruiting Coordination

• o Project Coordination

· Strong organizational and project management skills.

· Excellent written and verbal communication abilities.

· Proficiency in Microsoft Office Suite, Teams, and Outlook.

· Ability to manage multiple projects and deadlines simultaneously.

· Demonstrated attention to detail and follow-through.

Preferred

· Experience coordinating training, onboarding, or professional development programs.

· Background in financial services, insurance, education, or professional services.

· Experience working with Learning Management Systems (LMS) or training platforms.

· Familiarity with event planning and meeting coordination.

Characteristics of a Successful Candidate

The ideal candidate will be:

· Highly organized and process-driven

· Proactive rather than reactive

· Accountable and dependable

· Comfortable working with senior leaders and professionals

· Skilled at managing competing priorities

· Detail-oriented without losing sight of larger objectives

· Passionate about helping others succeed

· Able to influence and follow up professionally without direct authority

· Continuously looking for ways to improve systems and processes

Compensation & Benefits

Salary Range: $60,000 - $65,000 annually, based on experience, qualifications, and demonstrated ability to successfully manage training and development programs.

Benefits Include:

· 401(k) plan with company matching contributions

· Medical insurance

· Dental insurance

· Vision insurance

· Paid time off and company holidays

· Professional development and training opportunities

· Collaborative and growth-oriented work environment

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person