Advisor Development Program - Financial Solutions Advisor Trainee - Glenview-Lake and Waukegan Financial Center
Core
Trainee financial advisor preparing for a career in wealth management by obtaining securities licenses and learning foundational client advisory skills.
Role type
Entry-level financial solutions advisor trainee
Builds
Client relationships and financial portfolios
Domain
Wealth management and financial services
Deliverable
client delivery
Required skills
Goal setting, sales aptitude, client communication, complex task management, adaptability, time management, regulatory due diligence
Preferred skills
Bachelor's degree, 1-2 years in financial services or sales, experience assessing client needs and recommending solutions
Technologies
None explicitly stated
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; acquire and build client relationships; deliver core banking and investment solutions
Seniority
Entry-level, structured training program