Top 33 learning specialist Jobs in milwaukee wi

Retirement Plan Education Specialist
Socium Advisors —Milwaukee, WI
- $90,000 - $125,000 a year
- Full-time
- Hybrid work
- Sales
- Public speaking
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Professional Learning Specialist - AZ, NC/SC/NJ/VA/NY/CT/PA (within commuting distance to NYC), and Denver.
Imagine Learning —Wisconsin
- $65,972 - $75,000 a year
- Online Application
- School experience
- Clean driving record
- Microsoft Excel
- Paid holidays
- Disability insurance
Special Education Teacher
Rocketship Public Schools —Milwaukee, WI
- $54,827 - $75,034 a year
- Full-time
- Classroom
- Writing skills
- Teaching Certification
- Health insurance
- Flexible spending account
Quick Apply
Special Education Paraprofessional
Rocketship Public Schools —Milwaukee, WI
- $21 - $26 an hour
- Full-time
- Bilingual
- School experience
- Classroom
- Health insurance
- Flexible spending account
Quick Apply
TLS - TEACHING LEARNING SPECIALIST
Brookfield Central High School —Brookfield, WI
- Full-time
- Mid-level
- Pre-employment physical examination
- Public school
- Disability insurance
- Health insurance
Care Manager (BH Licensed) - Field travel in Milwaukee County, WI
Molina Healthcare —Milwaukee, WI
- $26.41 - $51.49 an hour
- Full-time
- LMFT
- Licensed Clinical Social Worker
- Mid-level
- Health insurance
Retail Training Specialist
PRE-US —Milwaukee, WI
- $15 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Driver's License
Quick Apply
Instructional Designer
Concordia University Wisconsin/Ann Arbor —Mequon, WI
- Part-time
- Mid-level
- Master's degree
- University
Quick Apply
Instructional Coach - CCP (Child Care Partnership)
NEXT DOOR FOUNDATION INC —Milwaukee, WI
- Full-time
- Classroom
- 18 years or older
- 5 years
Quick Apply
Education Manager
STRYV365, Inc. —Milwaukee, WI
- $45,000 - $55,000 a year
- Full-time
- Mid-level
- Office
- Quality control
- Health insurance
- Dental insurance
Quick Apply
Simulation Operations Specialist
Advocate Aurora Health —Milwaukee, WI
- $28.55 - $42.85 an hour
- 8 hour shift
- Microsoft Excel
- BLS Certification
- Mid-level
7d
Instructional Systems Designer
Wacker Neuson —Menomonee Falls, WI
- Full-time
- 5 years
- Mid-level
- Residential
Education Coach
Primrose School of Brookfield —Brookfield, WI
- $45,000 - $55,000 a year
- Full-time
- School experience
- Classroom
- Mid-level
- Paid holidays
- Dental insurance
Quick Apply
2d
Instructional Coach
Victory Christian Academy —Milwaukee, WI
- $50,000 - $65,000 a year
- Full-time
- Background check
- Classroom
- High school
- Paid time off
- On-the-job training
Quick Apply
1d
Employment and Training Specialist - Milwaukee WI
SER National, Inc. —West Allis, WI
- Full-time
- Spanish
- Management
- Bachelor of Science
- 403(b) matching
- Health insurance
Asthma Education Specialist
Sixteenth Street Community Health Centers —Milwaukee, WI
- Full-time
- Spanish
- Computer literacy
- BLS Certification
Quick Apply
Lead Teacher
Catapult Learning —Milwaukee, WI
- From $60,000 a year
- Full-time
- Teaching Certification
- Mid-level
- Travel
Quick Apply
Training Specialist, Waukesha WI
Terex Corporation —Waukesha, WI
- $56,700 - $71,000 a year
- Full-time
- Laboratory
- Classroom
- Mid-level
- AD&D insurance
- Employee stock purchase plan
Instructional Coordinator (Horace Mann Elementary) 26-27 School Year
West Allis-West Milwaukee School District —West Allis, WI
- 8 hour shift
- Classroom
- 5 years
- Mid-level
Optometrist Needed at Growing Multispecialty Eye Care Team in Milwaukee!
Wisconsin Optometric Association —Milwaukee, WI
- Full-time
- Private practice
- Mid-level

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learning specialist jobs near milwaukee wi

Retirement Plan Education Specialist

Socium Advisors
Milwaukee, WI

Quick Apply

Job Details

Full-time
$90,000 - $125,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Matching gift program
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Referral program
Retirement plan

Qualifications

Teamwork
Interpersonal skills
Zoom
Bachelor's degree
Attention to detail
Driving
Financial services

Full Job Description

COMPANY

At Socium Advisors, we build a true partnership with our clients. Through outcome-based planning and focus on the long-term goals of our clients, we carve a path together and hold one another accountable along the way. Socium Advisors operates within the Northwestern Mutual framework uniquely offering the advantage of both a large established company and small entrepreneurial firm. Through working with other financial representatives within the Northwestern system, Socium Advisors is a growing team focused on delivering custom plans and excellent client service. Socium Advisors is committed to fostering a workplace that prioritizes innovation, growth, and employee well-being.

OUR VALUES

Our values are important to us. At Socium our culture is based on our Core Values:

Intense Momentum | Personal Responsibility | Client-Centric | Continual Innovation | Collaborative Engagement

POSITION TITLE: Retirement Plan Education Specialist

CLASSIFICATION: Salaried, Exempt | Hybrid, Mon-Fri 8:00am-5:00pm

POSITION OVERVIEW:

Socium Advisors is seeking an experienced retirement plan advisor to educate retirement plan participants on steps and strategies to achieve personal financial security. The ideal candidate is self-motivated, professional, and can manage and prioritize a high level of diverse and deadline-driven tasks. This role is responsible for implementing educational programming and employee support strategies for Socium Advisors’ retirement plan clients.

KEY ROLES AND RESPONSIBILITIES:

Deliver and document education service review meetings with retirement plan clients.
Prepare and deliver content outlined in clients’ respective education service calendar.
Conduct individual & group education & enrollment meetings.
Responsible for completion and documentation of education service tasks received from participants, clients, and Plan Advisors.
Support education needs and service tasks during new client onboarding process.
Supports Education Team Manager with the delivery of the employer and employee education webinar series.
Responsible for the execution of complex education service tasks and client communications.
Expected to proactively assess client education needs and coordinate with Education Team Manager to modify procedures and client deliverables.
Tracks work time allocated to supporting each retirement plan client.
Stay current on investment trends and industry-relevant content from recordkeepers, DCIOs, trade publications, and regulatory updates.

SUCCESS FACTORS:

· Confident with public speaking and presenting to large groups

· Ability to communicate complex financial concepts in an easily understood manner

· Proficient in retirement plan rules, design, and compliance requirements

· Excellent verbal and written communication skills

· Detail-oriented – a high level of attention to detail is required

· A high level of time management, initiative, accountability, and prioritization skills

· Ability to be organized, problem-solve, and be solution-oriented under pressure

· Ability to adhere to the firm’s Core Values

· Strong team player with the ability to work effectively with people of all positions

REQUIRED QUALIFICATIONS:

· Minimum one year of experience as a licensed financial services professional.

· Undergraduate degree or equivalent combination of training and experience.

· Ability to complete the Securities Industry Essentials (SIE) exam, obtain life & health insurance licenses, and obtain Series 6 & 63 FINRA licenses.

· Legally authorized to work in the United States

· Ability to clear a criminal background check

· Occasional travel is required for client meetings and firm retreats.

PREFERRED QUALIFICATIONS:

· Retirement plan or employee benefit sales/service experience

· Experience with financial planning and wealth management

· Experience with Microsoft Office software

LOCATION:

Milwaukee, WI

WORK ENVIRONMENT:

This role routinely uses standard office equipment such as laptop computers, Zoom, copy/fax, and smartphones. Occasionally the role will require driving to a client’s place of business to meet with employees.

Pay: $90,000.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Matching gift program
Paid time off
Parental leave
Referral program
Retirement plan
Vision insurance

Work Location: Hybrid remote in Milwaukee, WI 53202

Quick Apply

Refine Your Search

learning specialist jobs in milwaukee wi

Retirement Plan Education Specialist

Professional Learning Specialist - AZ, NC/SC/NJ/VA/NY/CT/PA (within commuting distance to NYC), and Denver.

Special Education Teacher

Special Education Paraprofessional

TLS - TEACHING LEARNING SPECIALIST

Care Manager (BH Licensed) - Field travel in Milwaukee County, WI

Retail Training Specialist

Instructional Designer

Instructional Coach - CCP (Child Care Partnership)

Education Manager

Simulation Operations Specialist

Instructional Systems Designer

Education Coach

Instructional Coach

Employment and Training Specialist - Milwaukee WI

Asthma Education Specialist

Lead Teacher

Training Specialist, Waukesha WI

Instructional Coordinator (Horace Mann Elementary) 26-27 School Year

Optometrist Needed at Growing Multispecialty Eye Care Team in Milwaukee!

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