Training & Engagement Specialist

The Training & Engagement Specialist plays a key role in supporting Gladstone’s advisors and their teams by connecting them to high-quality training resources, facilitating learning opportunities, and driving firmwide engagement initiatives. This role will curate and leverage existing training from our custodian and key vendor partners and help develop additional curriculum as needed, ensuring advisors and their staff are aware of available resources and know how to access them.

This role will also help plan, coordinate, and facilitate in-person and virtual events across the organization, strengthening connectivity, culture, and collaboration within the Gladstone network. This position will work closely with Field Leadership to ensure training and engagement efforts are aligned with firm priorities and advisor needs.

Key Responsibilities

Training & Resource Facilitation

• Serve as a central point of coordination for advisor and staff training resources across custodians and key vendors
• Create and disseminate training materials from various sources to both internal partners and advisors
• Maintain awareness of available training programs, webinars, certifications, and learning pathways offered by external partners
• Proactively communicate relevant training opportunities to advisors and their staff
• Help advisors navigate and access appropriate learning resources based on their needs
• Partner with Operations and Compliance to ensure training recommendations align with firm policies and priorities
• Maintain an organized repository or reference guide of available training resources

Advisor & Staff Onboarding Support

• Support training and orientation efforts for newly affiliated advisors and their teams
• Facilitate introductions to key systems, tools, and available training resources
• Partner with Onboarding & Operations teams on a consistent onboarding experience related to learning and development

Firm Engagement & Event Planning

• Assist with planning and facilitation of firmwide in-person and virtual events, including:
  • Advisor summits and regional meetings
  • Internal team meetings and offsites
  • Virtual webinars or town halls
• Support logistics, agendas, speaker coordination, and materials as needed
• Help foster connection across the advisor network through other engagement initiatives
• Collaborate with Marketing on event communications, promotion, and follow-up

Collaboration & Continuous Improvement

• Work closely with the Operations Director to align training and engagement initiatives with firm priorities
• Partner with Marketing, Onboarding, Compliance, and other teams to ensure consistent messaging and execution
• Gather informal feedback from advisors and staff on training needs and engagement preferences
• Recommend enhancements to training awareness and engagement strategies over time

Qualifications & Skills

Experience

• 3–6 years of experience in training, learning & development, advisor support, or event coordination (financial services strongly preferred)
• Experience working with advisors or client-facing teams is highly desirable
• Familiarity with custodians, CRM systems, or wealth management technology is a plus

Skills & Competencies

• Strong communicator with the ability to explain resources clearly and concisely
• Organized, detail-oriented, and process-minded
• Comfortable facilitating meetings or webinars
• Collaborative and team-oriented, with a service mindset
• Ability to manage multiple priorities and projects simultaneously
• Professional, approachable, and relationship-driven

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.