Hiring: Intermediate Advisor Training and Quality Assurance Consultant Company: Aegon Location: United States Job Posted Time: 2026-09-15 11:52:06 Employment Type: Contract / Remote Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Quality Assurance, Wealth Management About the job Required Skills: •Design, update, and maintain onboarding and refresher training programs for licensed financial advisors. •Deliver live and virtual training sessions and structured coaching engagements. •Develop training materials, including presentations, job aids, scenarios, and microlearning content. •Identify performance gaps related to disclosures, suitability, and client communication. •Provide feedback and coaching to improve advisor effectiveness and reduce compliance risk. •Document quality findings and training activities to support supervisory oversight. •Partner with Compliance and business teams to ensure training content aligns with firm policy. Qualifications: •Bachelor’s degree in business or finance •Two years of experience in financial services training, quality assurance, or performance management •Solid functional working knowledge of Financial Industry Regulatory Authority (FINRA) rules and advisor supervision standards •Proficient in MS Word, Excel, and PowerPoint •Operational familiarity with learning management systems, eLearning tools, or call monitoring platforms •Additionally, this position is typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. •We will never request personal information such as ID or payment for equipment upfront. •Official offers are sent via DocuSign following a verbal offer—not through text or email Compensation: •$65,000 - $75,000 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!