About Wealth Enhancement Group
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We're looking for an Associate Instructional Designer to assist the Instructional Designer with creating courses and training job aids for Advisor Team members and others throughout the Wealth Enhancement Group (WEG) organization. They will create training deliverables by applying instructional design and adult learning principles. They will engage in a regular review cadence of all resources they develop to ensure items are current and accurate. They will be responsible for communicating internally to make sure that the department is aware of upcoming changes. The Associate Instructional Designer reports to the Sr Advisor Team Operations Manager.
This is a fully remote position. The target salary for this role is $60,000 - $70,000, depending on experience. This role is also eligible for an annual corporate bonus.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Assist with Maintaining Advisor Team Learning Programs
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Maintain scalable platform for operational training of advisor teams and corporate resources
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Under the supervision of the Instructional Designer, will design, develop, and build new, engaging, accessible, and effective learning solutions
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Promote collaboration, partnership, and relationships among the participants and stakeholders
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Monitor feedback loops to determine overall learning effectiveness and areas for improvement
Assist with Content Creation and Management
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Assists in development of new learning content and maintenance of existing learning content
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Maintain database of all materials and have a regular review cadence to ensure all materials are added to the database
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Create presentations with guidance from the Instructional Designer
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Support writing of short form knowledge articles, designed to provide searchable content for users seeking online support, and capture feedback for all knowledge articles to ensure search words are appropriate and resources are easily accessible
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Maintain WEG branding
Training Delivery Reporting
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Track training attendance and work with business systems team members to provide attendance tracking
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Track training resources by upcoming project epics and initiatives and ensure the training resources are updated
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Communicate to all team members when training resources are updated due to a project release or other reason
Supports Corporate Projects
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Track all resources by project epics and initiatives to know what resources are affected and ensure they are updated
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Supports company initiatives when needed
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Work on ad hoc requests as needed
Education/Qualifications
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Bachelor's Degree (or equivalent experience) in instructional design, educational technology, or related
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2-4 years of experience in Instructional Design, eLearning, or related field
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Some experience developing eLearning with Articulate 360
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Strong experience developing training strategies and high-level training plans for all learning modalities (ILT, eLearning, self-directed, blended)
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Financial Services experience a plus
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Knowledge of learning management systems
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Ability to manage multiple projects, prioritize, work independently and meet deadlines
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Excellent communication skills, both written and verbal
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Detail oriented; ability to prioritize workflow and projects; able to work with deadlines and be flexible
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Ability to work as a Team Member; positive solution-focused attitude.
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Proficient with Microsoft Office Suite or related software.
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Knowledge of SharePoint a plus
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Experience with Workday preferred
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Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
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Training and professional development
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Medical, dental and vision coverage
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401k – with match and profit sharing
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Health care spending and savings accounts
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Dependent care and transit spending accounts
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Wellness programs and resources
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Life and AD&D insurance – employer paid and voluntary options
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Short-term and long-term disability – employer paid
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Employee assistance plan
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Accident and critical illness
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Pet insurance
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Identity theft
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Paid Time Off
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12 paid holidays each year
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Paid parental leave and paid caregiver leave
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Tuition reimbursement
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
What We Do
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.
That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.
Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.