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LPL Financial

We take care of our advisors, so they can take care of their clients.

AVP, Training & Program Development

Vice PresidentVice PresidentFull TimeRemoteLeadTeam 5,001-10,000Since LPL FinancialH1B SponsorCompany SiteLinkedIn

Location

Texas

Posted

3 days ago

Salary

$99.1K - $165.1K / year

Seniority

Lead

Bachelor Degree3 yrs expEnglish

Job Description

• Coordinate and facilitate our new hire training program for Support Staff across multiple affiliation models. • Invite subject matter experts and guest speakers to participate and ensure they are prepared to present. • Design, update, and maintain training materials including handouts, presentations and online resources. • Collect data, assess learner progress, deliver feedback, and measure training effectiveness. • Maintain accurate records of training activities and outcomes. • Create executive summaries for senior leadership after each training cohort. • Create a community for each training cohort for ongoing peer support and networking encouraging engagement and participation. • Partner closely with Regional Administrative Managers for ongoing feedback of trainees. • Attend LPL firm-wide trainings and carefully review system updates to keep training information up-to- date.

Job Requirements

  • FINRA Series 7 and 66 (or equivalent).
  • 3+ years of experience in the financial industry.
  • 3+ years of experience working directly with financial advisors, branch and home office support teams.

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

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