Job Overview
We are seeking an
Instructional Designer
to support a Financial Planning team on a short-term contract engagement. This role will focus heavily on creating, organizing, and enhancing training content and educational resources for financial advisors and other field-based audiences.
The ideal candidate will bring a strong background in
instructional design, content development, and visual presentation design
, along with the ability to work directly with subject matter experts (SMEs) to translate complex information into clear, professional, and engaging materials.
This individual should be highly proficient in
Microsoft PowerPoint and Word
and comfortable using design tools such as
Canva and Adobe Creative Cloud/Illustrator
. Candidates should be prepared to provide examples or a portfolio demonstrating the quality of their previous work.
Financial planning or broader financial services experience is a strong plus, but the ability to create polished training content and communicate effectively with SMEs is most important.
Key Responsibilities
Create and enhance training, educational, and professional development content for financial advisors and other field audiences
Develop polished and engaging
PowerPoint presentations, training materials, job aids, guides, and other educational resources
Partner directly with subject matter experts to gather information and translate complex concepts into clear, easy-to-understand content
Organize and structure information to improve the overall learning experience
Edit and refine existing materials for clarity, consistency, accuracy, and visual appeal
Incorporate visual design elements using tools such as
Canva and Adobe Creative Cloud/Illustrator
Ensure materials maintain a professional, consistent look and feel
Manage multiple content-development projects and deadlines within a fast-paced environment
Qualifications
Experience in
instructional design, training content development, learning and development, or a related field
Advanced proficiency with
Microsoft PowerPoint
Strong proficiency with
Microsoft Word
Experience creating professional training, educational, or business content
Experience working with
subject matter experts (SMEs)
to develop or refine content
Strong written and verbal communication skills
Experience with
Canva
Experience with
Adobe Creative Cloud
, particularly Illustrator
Strong attention to detail and visual presentation
Ability to take complex or technical information and make it understandable and engaging for the intended audience
Portfolio or previous work samples demonstrating training, presentation, or educational content development
Preferred Qualifications
Experience within
financial services, financial planning, wealth management, banking, insurance, or a related industry
Experience developing content for financial advisors or other professional audiences
Experience creating visually polished executive or client-facing presentations
Familiarity with adult learning principles and instructional design best practices
Engagement Details
Employment Type:
Short-term contract
Focus:
Instructional design, training content development, and presentation design
Industry:
Financial Services