8 дней назад
Financial Advisor in Training (Financial Services)
55 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor in Training (Financial Services): Building client relationships and developing financial planning and consultative sales skills with an accent on licensing, client service, and recommending appropriate financial solutions. Focus on preparing for securities and insurance licenses, identifying client needs, and progressing toward managing client relationships and developing financial strategies.
Location: Las Vegas, Nevada, United States. Employees work in the office at least four days per week, with flexibility to work from home one day per week.
Salary: $55,000 per year while completing licensing requirements. Total compensation may reach $57,000–$95,000+ within the first three years through salary and performance-based incentives.
Company
is a diversified financial services company providing financial planning, asset management, insurance, and advisory services.
What you will do
- Prepare for and obtain securities and insurance licenses.
- Build consultative sales and client relationship-management skills.
- Engage with clients and prospective clients to understand their needs.
- Recommend appropriate financial products and solutions.
- Work toward performance goals in a client-focused environment.
- Complete ongoing training and receive coaching and mentorship.
Requirements
- High school diploma or equivalent.
- Strong communication and relationship-building skills.
- Ability to thrive in a goal-oriented environment.
- Commitment to obtaining required licenses.
- Valid U.S. work authorization without current or future visa sponsorship requirements.
Nice to have
- Bachelor's degree.
- Experience in sales, business development, customer service, hospitality, athletics, military service, or another client-facing field.
- Ability to influence, persuade, and build trust.
- Resilience, coachability, and motivation to achieve results.
- Interest in financial services and helping clients reach their goals.
Culture & Benefits
- Structured advisor career path with ongoing coaching, mentorship, and professional development.
- Support for SIE, Series 7, Series 66, and life insurance licensing.
- Tuition reimbursement and CFP certification support.
- Comprehensive benefits package including vacation, sick time, 401(k), and health, dental, and life insurance.
- Face-to-face collaboration in an office-based environment.
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