Financial Services Instructor
Listed on 2026-10-10
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Education / Teaching
Training Instructor / Specialist
Ascend Learning is the connection between a powerful portfolio of brands serving students, educators, and employers with outcomes-based, data driven solutions across the lifecycle of learning.
Our values-driven culture unifies our teams and inspires a mindset of action, innovation, and collaboration, with a relentless focus on customers.
We're always looking for talented, passionate professionals to join us in our mission to help change lives. If this sounds like an environment where you'd thrive, read on to learn more.
Ascend Learning leads the way in innovation and solution creation to improve outcomes and deliver results for students, educators, and healthcare workers in the ever-changing field of healthcare. We offer advanced resources that drive nursing success, empower front-line certified allied health workers, help physicians pass boards and stay current, and provide education management tools for medical education programs.
ExamFX , one of Ascend Learning’s brands, is the nationwide leader for insurance and securities pre-licensing and continuing education courses, having trained over three million people since 1996. ExamFX combines streamlined content, cutting-edge online tools, and highly-predictive practice exams that are the most state-specific available, to ensure students are the most prepared on test day. Thousands of organizations trust ExamFX to prepare employees for exciting new careers.
WHATYOU'LL DO
As a Securities Instructor, you will have two roles within education and instruction:
Live Classes:
You will teach live, interactive Webinar-based courses on high-demand securities industry qualification exams. You will be an ambassador of our organization, empowered to find creative ways to deliver our material. You will assist students with advancing in their study program by providing them with an in-depth understanding of securities products and rules and an understanding of the functioning and structure of the securities industry.
Support:
In this role, you will also assist, train, and coach students over the phone and through the Instruction email system by responding to their content-specific questions so they are successful in passing their qualification exams.
This position will work remote in the United States.
HOW YOU’LL SPEND YOUR TIME- Teach product knowledge to students in written and oral formats
- Coach students to help them pass their qualification exams and thereby advance their career
- Track updates to material and communicate with team members
- Handle customer issues and elevate to management when necessary
- Assist with editorial projects, which are not limited to writing content, questions, reviewing rule, or regulation changes
- 5+ years of experience in a teaching or training role
- 5+ years of experience in Financial Security industry
- Have a passion for teaching, tutoring, training
- Knowledge of the compliance rules that govern the security industry
- Experience and knowledge with either the Series 7 and Series 66 securities licensing exams or the Series 65
- Exceptional written and oral communication skills
- Enjoys working with people
- Excellent interpersonal and English skills
- Punctuality is a must
- Trustworthy, reliable, flexible
- Ability to work independently and with a team
- Team player
We seek out and celebrate all people and perspectives and cultivate an inclusive culture where everyone can thrive, feel valued and be their authentic selves. Our culture is firmly rooted in the belief that by embracing our differences and drawing on diverse perspectives, we are a stronger, more innovative, and more successful organization where employees experience a…
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