Financial Advisor Trainee (Boerne, TX)
Core
Trainee in the Advisor Mastery Program (AMP) developing into a Financial Advisor through distance learning, apprenticeship, and rotations in technical and sales skills.
Role type
Financial Advisor Trainee (IC)
Builds
Individual financial advisory practice and client book of business
Domain
Financial Services / Wealth Management
Required skills
Client relationship management, prospecting and networking, investment product recommendation, financial planning, sales, compliance adherence, account management, portfolio monitoring
Preferred skills
Bachelor's degree in Business Administration or Finance, 3+ years of sales or business experience, resilience in high-stress environments
Technologies
Client relationship manager systems, spreadsheets, databases
Responsibilities
Meet production targets and develop a book of business, evaluate client financial needs and investment opportunities, prospect and network to develop client pipeline, recommend suitable investment products and solutions, open and manage customer accounts, obtain required industry licenses (SIE, Series 7/66, Life/Health/Annuity), complete AMP program training and assignments
Seniority
Entry-level Trainee