Financial Advisor Trainee (Fort Worth, TX)
Core
Trainee develops skills through rotations and distance learning to build an individual financial advisory practice, serving clients with investment advice and portfolio management.
Role type
Financial Advisor Trainee (IC)
Builds
Individual client practices and financial portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
client prospecting, investment product recommendation, portfolio management, account administration, regulatory compliance, financial planning, sales target achievement
Preferred skills
Bachelor's degree in Business Administration or Finance, 3+ years of sales or business experience, ability to obtain Series 7/66 and SIE licenses
Technologies
Client relationship management systems, spreadsheets, databases
Responsibilities
Develop client pipeline through prospecting and networking; evaluate client financial needs and recommend suitable investment solutions; manage full scope of client relationships including account opening and transaction execution; meet production targets and assets under management goals; complete mandatory industry licenses and program training; maintain account records and monitor portfolios.
Seniority
Entry-level Trainee