San Diego, California
•
Today
Job Description The Senior Advisor Training Associate within our Financial Planning team supports advisor success by providing guidance, training, and real-time assistance across financial planning tools and workflows. This role partners closely with advisors to help them effectively build, deliver and refine financial plans, troubleshoot challenges, and increase overall confidence in planning capabilities. It combines hands on support, training delivery, and development of scalable best practic
Full-time
USD 55,000.00 - 86,000.00 per year















