Job Description

Financial Advisor Trainee

Our client, a financial planning organization, is hiring for their financial advisor training program.

Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), and be provide with training, infrastructure and mentorship to build a practice.

This is an entrepreneurial opportunity to build a business while having access to support and not a traditional employee role.

The role of an advisor:

Build relationships with prospective clients

Help clients think about future financial planning and personal goals

Constructing comprehensive plans

Educating clients on recommendations and sharing financial advice

Follow up with clientele to update their plans while their life and markets/economy change

Manage your practice with support from a major firm

Marketing and networking to build your clientele

Advisors typically assist client with various types of planning:

Savings and cash flow planning

Investment strategies and portfolio management

Retirement Planning and Retirement Income Planning for retirees

Insurance Planning: Life, Disability, Long Term Care

Estate Planning for charitable giving and passing down assets

Major purchase planning and education funding

Qualifications:

Bachelors Degree

Being coachable

Desire to learn the planning profession

Desire to be in a client facing role open to networking and sales

Job Type: Full-time

Pay: $82,000.00 per year

Benefits:

401(k) Health insurance Life insurance
Application Question(s):

Bachelor's degree required.
Work Location: In person