Financial Advisor Trainee-Mount Pleasant, SC
Core
Trainee in the Advisor Mastery Program (AMP) learning to build an individual financial advisory practice through distance learning, apprenticeship, and rotations.
Role type
Financial Advisor Trainee (IC)
Builds
Individual client practices and financial plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, prospecting and networking, investment product recommendation, portfolio management, compliance adherence, 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
Meet production targets impacting company revenue, develop a book of business consistent with AMP goals, provide high-level client service, evaluate client financial needs and investment opportunities, prospect and network to develop client pipeline, recommend suitable investment products, open and manage customer accounts, complete required industry licenses and training, stay abreast of investment products and regulations
Seniority
Entry-level Trainee