Financial Advisor – Trainee

Jobtailor; Minnesota; On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor is seeking candidates for a Client Support Associate role in Minnesota. You will engage directly with clients and prospects, identify needs, and guide them toward suitable financial solutions while preparing for required licenses.

This entry-level track combines hands-on client interaction, mentorship, and ongoing training to develop advisory and relationship-management skills, with potential progression into a Financial Advisor role as licenses are obtained.

Qualifications

• Must obtain required financial licenses.
• Strong communication and relationship-building skills.
• Ability to thrive in a goal-oriented environment.
• Commitment to obtaining required licenses.
• Preferred: Bachelor's degree.
• Preferred experience in sales, business development, customer service, hospitality, athletics, military service, or other client-facing roles
• Demonstrated ability to influence, persuade, or build trust with others
• Coachable, resilient, and motivated to achieve results
• Interest in financial services and helping clients reach goals
• Applicants must have valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States

Responsibilities

• Engage directly with clients and prospective clients.
• Identify client needs and recommend appropriate solutions.
• Shadow client meetings.
• Progress into a Financial Advisor role leading client relationships and developing financial strategies.
• Complete ongoing training to master products, tools, and client service.
• Develop client-facing and advisory skills through mentorship and coaching.
• Progress into the Financial Advisor role by building relationships.

Skills

Strong communication

Relationship-building

Client-facing experience

Sales and business development

Goal-oriented

Coachable

Resilient

Motivated to achieve results

Influence/persuade

Education

High school diploma

Bachelor's degree preferred

Job description

• Prepare for and obtain key financial licenses
• Build consultative sales and relationship-management skills
• Engage directly with clients and prospective clients
• Identify client needs and recommend appropriate solutions
• Work toward performance goals in a client-focused, growth-oriented environment
• Complete ongoing training to master products, tools, and client service
• Progress into the Client Support Associate role after obtaining required licenses
• Shadow client meetings
• Learn how financial plans are developed
• Expand understanding of financial products and solutions
• Develop client-facing and advisory skills through mentorship and coaching
• Progress into a Financial Advisor role leading client relationships and developing financial strategies

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
• Preferred: Bachelor's degree
• Preferred experience in sales, business development, customer service, hospitality, athletics, military service, or other client-facing roles
• Demonstrated ability to influence, persuade, or build trust with others
• Coachable, resilient, and motivated to achieve results
• Interest in financial services and helping clients reach their goals
• Applicants must have valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States

Core Competencies

Demonstrates strong communication and relationship-building skills essential for engaging with clients and understanding their needs. Committed to obtaining financial licenses and developing client-facing advisory skills in a goal-oriented environment.

Highest-signal resume keywords

• Strong Communication Skills
• Relationship-Building Skills
• Client-Facing Experience
• Commitment to Obtaining Licenses
• Sales and Business Development Experience

Soft Skills

• Coachable
• Resilient
• Motivated to Achieve Results

Certifications & Qualifications

• Financial Licenses

Industry Keywords

• Financial Services
• Client Support
• Consultative Sales
• Advisory Skills
• Client Relationship Management