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.

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