Financial Advisor in Training: Licensing & Growth Path

CFA Institute; City of Rochester (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits

Career advancement opportunities

Job summary

A leading financial services organization is seeking aspiring Financial Advisors for its comprehensive training program. Through hands-on experience and required licensing, you’ll master sales strategies and deliver outstanding client service. Candidates should have a Bachelor’s Degree and a minimum of 3 years professional experience. The annual salary ranges from $60,000 to $100,000, depending on experience and performance, alongside comprehensive benefits for career advancement.

Qualifications

• Minimum 3 years of professional experience before starting the four-year path.
• Pursuit of advanced designations preferred (AAMS, CFP, CFA).

Responsibilities

• Pass all required licensing for Financial Advisor role.
• Support client planning and business development.
• Complete trainings and be a part of client engagements.

Skills

Interpersonal skills

Communication skills

Presentation skills

Client acquisition

Coachable attitude

Education

Bachelor's Degree

Tools

SIE

Series 7

Series 66

Life & Health Insurance

Job description

A leading financial services organization is seeking aspiring Financial Advisors for its comprehensive training program. Through hands-on experience and required licensing, you’ll master sales strategies and deliver outstanding client service. Candidates should have a Bachelor’s Degree and a minimum of 3 years professional experience. The annual salary ranges from $60,000 to $100,000, depending on experience and performance, alongside comprehensive benefits for career advancement.