Training Consultant

Job details Description Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice. Who We Want The Training Consultant will assist team members in providing training to financial advisors and their office staff on Carson processes, procedures and online systems. This role will provide training in a variety of formats to exceed the expectations of our financial advisors. This includes analyzing the training needs of a practice, creating formal training plans, facilitating in person and webinar based training sessions, and helping maintain our suite of online training resources. What To Expect Assist with the administration of training delivery tools including content creation, delivery of materials, and usage tracking. Manage training needs for a specific business region. Develop training materials in a variety of formats (videos, how-to documents, LMS courses, etc.). Facilitate delivery of webinar based training sessions. Assist with the analysis of an advisors practice from a technology and operational standpoint. Deliver on site and virtual training to new partner offices and their staff. Work with Wealth Advisors to create practice efficiencies in technology and operations. Develop and document best practices for Wealth Advisors. Work with internal departments to continuously develop and maintain training materials. Develop and deliver progress reports, proposals, requirements documentation, and presentations if necessary. Assist with administration within an LMS system. What You Need Knowledge of Contact Management Systems (i.e. Goldmine, Redtail, SalesForce, etc.) Knowledge of Microsoft Office, including Word, Excel, Outlook, and PowerPoint Knowledge of Learning Management Systems Analytical, research and presentation skills Attention to detail Planning and organizational skills Project and time management skills Manage multiple projects with precision Written and verbal communication skills Travel as needed Preferred Experience & Educations 3+ years of experience in training or employee development 3+ years of experience in the financial industry is required In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law. The total rewards expected for this role include: Starting annual base salary between $50,000 -$66,200 Variable compensation potential (Bonus and/or commissions) Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.