Description
Bring financial education to life. Shape the next generation of CFP® professionals.
If you love shaping meaningful learner experiences, thrive in a fast-paced environment, and want to influence the future of financial planning education—this role is made for you.
Join Dalton Education as a key leader in building exceptional content for the next generation of CFP® professionals. This is your chance to combine deep financial knowledge with creative learning design in a role that truly moves the industry forward.
What You’ll Do
Lead Content & Course Innovation
- Build and update CFP Board–aligned curriculum and program content.
- Create engaging learning materials—slides, quizzes, cases, exams, etc.
- Develop new educational content that strengthens and expands our programs.
Own Our Digital Learning Experience
- Build and publish course content in the LMS/CMS for seamless student learning.
- Collaborate with faculty and SMEs to validate content accuracy and clarity.
- Support students and faculty with content- and delivery-related questions.
Support Student & Faculty Success
- Serve as a trusted guide for learners as they navigate complex financial planning topics.
- Be the go-to resource for students and faculty—solve questions, clear hurdles, and remove road-blocks.
- Monitor learner progress and proactively support students so they stay confident, engaged, and fully prepared to pass.
Stay Ahead of Industry Change
- Stay current on law, regulation, and CFP Board updates and translate them into updated content.
- Participate in industry and CFP Board events for alignment and insight.
Requirements
What You’ll Bring
- CERTIFIED FINANCIAL PLANNER® certification (required)
- Bachelor’s degree in Finance, Accounting, or relevant professional experience
- Strong communication, analytical, and project-management skills
- Bonus: CFA, CPA, JD, or Master’s in Accounting/Tax