Financial Advisor Trainee-Nashville, TN
Core
Trainee Financial Advisor developing a book of business and providing investment advice to clients through a comprehensive apprenticeship program.
Role type
Trainee Financial Advisor (Financial Planning & Investment Management)
Builds
Individual client practices and financial portfolios
Domain
Financial Services / Wealth Management
Required skills
Client relationship management, prospecting and networking, investment product recommendation, portfolio monitoring, account management, financial planning, regulatory compliance, sales target achievement
Preferred skills
Bachelor's degree in Accounting, Business Administration, or Finance, 3+ years of sales or business experience, ability to obtain Series 7, 66, and SIE licenses
Technologies
Client relationship management 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, manage full scope of client relationships including opening and closing accounts, prospect and network to develop client pipeline, complete required program training and obtain mandatory industry licenses
Seniority
Entry-level Trainee