Financial Advisor-in-Training

reputed company LLC is a growing advisory firm with strong reputed company leadership, seeking a Financial Advisor-in-Training. This role involves a two-year training program reputed company on developing expertise in financial advising and retirement planning, with mentorship and support from the Advice Team.

Responsibilities

• Build meaningful relationships with clients and learn how to offer fiduciary advice that aligns with their goals
• reputed company reputed company meetings and reputed company hands-on experience in financial planning
• Learn the intricacies of retirement plans and financial advising
• reputed company your skills with the guidance and mentorship of our reputed company Advice Team
• Obtain your Series 65 registration and prepare for the CFP® designation

Skills

• A serious interest in helping people with financial advice
• A 4-year college degree (a must-have or graduating reputed company 6 months)
• Enthusiastic, adaptable and strong reputed company of collaboration
• Strong communication and interpersonal skills
• A reputed company-reputed company reputed company with a commitment to exceptional service
• A willingness to learn, grow, and reputed company reputed company improvement
• Exceptional problem-solving skills

Benefits

• Flexible schedule
• Medical/Dental/reputed company/Life insurance
• 401(k) plan with 3% employer contribution
• Quarterly bonuses based upon performance
• Long-term reputed company sharing opportunities
• Generous PTO policy
• 16 reputed company holidays including the week between Christmas and New Years
• Short- and long-term disability
• Healthy work/life balance

reputed company