Intermediate Advisor Training and Quality Assurance Consultant

Location: Cedar Rapids, Iowa; hybrid environment

Salary: $65,000–$75,000 annually, plus potential annual bonus of 6% at the company's discretion.

Company

Financial services organization providing insurance, retirement, investment, and employee benefit solutions through a broad advisor network.

What you will do

• Design, update, and maintain onboarding and refresher training for licensed financial advisors.
• Deliver live and virtual training sessions and structured coaching engagements.
• Create presentations, job aids, scenarios, and microlearning content.
• Conduct call monitoring and interaction reviews using quality standards.
• Identify performance gaps involving disclosures, suitability, and client communication.
• Provide feedback, document findings, and partner with Compliance and business teams.

Requirements

• Bachelor's degree in business or finance.
• At least two years of experience in financial services training, quality assurance, or performance management.
• Experience delivering training or coaching for licensed professionals.
• Working knowledge of FINRA rules and advisor supervision standards.
• Proficiency in Microsoft Word, Excel, and PowerPoint.

Nice to have

• Experience in brokerage, wealth management, insurance, or investment advisory environments.
• Familiarity with learning management systems, eLearning tools, or call monitoring platforms.
• FINRA Series 6 and Series 65 or equivalent.

Culture & Benefits

• Full-time employee benefits including a pension plan, 401(k) match, employee stock purchase plan, and insurance coverage.
• Tuition reimbursement and career training and development opportunities.
• Paid time off starting at 160 hours annually in the first year and ten paid holidays.
• Parental leave, adoption assistance, backup care, and employee assistance programs.
• Wellness programs, employee resource groups, inclusion and diversity programs, and volunteer support.