Advisor Development Program - Charlotte & Associates Financial Solutions Advisor Trainee: Financial Center - Charlotte, NC (Bilingual Spanish Speaking Required)
Core
Train financial solutions advisors to acquire licenses, build client relationships, and deliver investment advice and core banking solutions.
Role type
Financial Solutions Advisor Trainee (Stage I)
Builds
Client portfolios and financial solutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Sales, client relationship building, regulatory due diligence, goal setting, adaptability, time management
Preferred skills
Bachelor's degree, 1-2 years in financial services or sales, experience assessing client needs
Technologies
None stated
Responsibilities
Obtain Securities Industry licenses (SIE, Series 7, Series 66), acquire and manage client relationships, deliver investment and banking solutions
Seniority
Entry-level trainee
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