Financial Advisor Trainee-Greenville, SC
Core
Trainee Financial Advisor developing a client practice through rotations in financial services, sales, and investment management.
Role type
Financial Advisor Trainee (IC)
Builds
Individual client practices and book of business
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, prospecting and networking, investment product recommendation, portfolio monitoring, account administration, financial planning, sales target achievement
Preferred skills
Bachelor's degree in Accounting, Business Administration, or Finance, 3+ years of sales or business experience
Technologies
client relationship manager systems, spreadsheets, databases
Responsibilities
Develop a book of business consistent with program goals, meet production targets impacting company revenue, evaluate client financial needs and investment opportunities, recommend suitable investment products and solutions, open and manage customer accounts, obtain mandatory industry licenses within prescribed timeframes
Seniority
Entry-level Trainee