Learning and Development Specialist chez 49 Financial

Description

About 49 Financial 

At 49 Financial, we’re on a mission to develop and empower the next generation of financial advisors—driving impact through growth, integrity, and service. As a values-based firm with offices nationwide, we’re committed to creating community and simplifying lives through thoughtful financial planning.  

Our headquarters team plays a critical role in making that mission possible. Every function—from marketing and operations to recruiting, training, and beyond—is designed to support our advisors as they serve clients with excellence. Guided by our motto, “Two Are Better Than One,” we operate in a collaborative, team-based model where mentorship and shared success are foundational.  

Our industry, financial services, needs to evolve. While the average advisor in the U.S. is nearing retirement, our firm brings a fresh, strategic edge by equipping younger advisors with the tools, training, and support they need to thrive. Behind every client experience is a high-performing HQ team making it happen.  

If you're energized by innovation, driven by purpose, and passionate about building something bigger than yourself, you’ll find a meaningful career here at 49 Financial.  

About the Role 

This person works under the leadership of the VP of Advisor Development to design, implement, and evaluate our learning and development initiatives across 49 Financial. This role is pivotal in fostering a culture of continuous learning, enhancing employee capabilities, and aligning development programs with business goals.  

Key Responsibilities 

Develop and execute a comprehensive L&D execution plan aligned with organizational strategy and objectives.  

• Program Design 

• Discrete training initiatives and larger, programmatic development programs.  

• Build engaging content and learning materials such as videos, slide decks, facilitator guides, participant workbooks, and digital resources. 

• Partner with subject matter experts (SMEs) to translate technical and functional knowledge into effective, role-specific training. 

• Create both evergreen content for ongoing access and live-taught experiences for high-impact learning moments. 

• Ensure learning programs are aligned with company goals. 

• Maintain and continuously improve a library of training assets and curriculum. 

• Implementation 

• Coordinate and execute all logistics related to training initiatives, including scheduling, invitations, facilitator prep, and resource distribution. 

• Serve as a point of contact for learners and stakeholders regarding training timelines, access, and support. 

• Facilitate or co-facilitate live training when needed, ensuring an engaging and effective learning experience. 

• Evaluation 

• Conduct training needs assessments through surveys, interviews, and data analysis to identify knowledge and skill gaps across the organization. 

• Use learning metrics (e.g., participation rates, assessment scores, behavior change) to evaluate program effectiveness and guide continuous improvement. 

• Collect employee and manager feedback to refine content and delivery. 

• Report on learning outcomes, impact, and ROI to senior leadership. 

• Lead the creation and distribution of an annual “State of Learning” report, highlighting progress, gaps, and future priorities across the field. 

Core Skills and Competencies 

• Bachelor’s degree in Human Resources, Education, Organizational Development, or related field (Master’s preferred).  

• 5+ years of experience in L&D, preferably within the financial services sector.  

• Proven experience designing and implementing learning strategies and programs.  

• Strong knowledge of instructional design, adult learning principles, e-learning platforms (e.g., LMS, Articulate, etc.) and facilitation of live sessions.  

• Ability to design learning materials, including expertise in MS PowerPoint, with a strength in graphic design. 

• Able to multi-task and meet deadlines in a dynamic and fast-paced environment, while maintaining high quality standards  

• Excellent communication, project management, and stakeholder engagement skills.  

What We Offer 

• Medical – 4 levels of coverage to choose from with employer contribution  

• Dental – 2 levels of coverage to choose from  

• Vision – 2 levels of coverage to choose from  

• 401k plan and match  

• Basic Life/AD&D coverage for all full-time employees at no cost (with options to purchase additional coverage)  

• Short-Term Disability coverage for all full-time employees at no cost  

• Long-Term Disability coverage  

• HSA contribution match  

• FSA/Dependent Care  

• Unlimited PTO  

49 Financial is an equal opportunity employer committed to fostering a diverse and inclusive workplace, free from discrimination and harassment. We do not discriminate on the basis of race, color, religion, sex, gender identity, sexual orientation, national origin, age, marital status, veteran status, disability, or any other protected status. We value diversity of thought and background and strive to create an environment where all employees are respected and provided with opportunities to succeed. We encourage individuals of all backgrounds to apply for employment opportunities with us.  

The above job description is intended to describe the general nature and level of work being performed by individuals in this position. It is not intended to be an exhaustive list of all and exact responsibilities, duties, and skills required. Management reserves the right to modify, add, or remove as necessary.  

Qualifications

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