Advisor Development Program - Financial Solutions Advisor Trainee: Dover Main Financial Center - Bilingual Spanish
Core
Trainee advisor learning securities licensing and foundational client relationship management to guide individuals on financial goals like retirement and education.
Role type
Entry-level financial solutions advisor trainee
Builds
Client relationships and financial strategies for individuals
Domain
Wealth management and investment services
Deliverable
client delivery
Required skills
Securities licensing (SIE, Series 7, Series 66), client relationship building, regulatory due diligence, financial planning, bilingual Spanish
Preferred skills
Bachelor's degree, sales experience, adaptability to new technology, multitasking
Technologies
Investment platforms and banking applications
Responsibilities
Obtain Securities Industry Essentials, Series 7, and Series 66 licenses; acquire and manage client relationships; apply regulatory due diligence; deliver core banking and investment solutions
Seniority
Entry-level, structured training program