Financial Advisor Trainee (Frisco, TX)
Core
Train to become a Financial Advisor by developing sales skills, building a client book of business, and providing investment management and financial planning services.
Role type
Financial Advisor Trainee (IC)
Builds
Individual client practices and financial portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
client prospecting, investment product recommendation, portfolio management, financial planning, sales, networking, account management, compliance adherence
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 (SIE, Series 7/66, Life/Health/Annuity), prospect and network to build client pipeline, communicate portfolio performance and losses to clients
Seniority
Entry-level, training program