Financial Advisor trainee

Dexian; Salt Lake City (UT); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading company is seeking an entry-level financial planner to deliver personalized investment solutions. Responsibilities include providing financial planning support, preparing financial plans, and ensuring accuracy. Ideal candidates will possess strong interpersonal skills and a finance degree.

Qualifications

• 5+ years of industry experience.
• Strong understanding of the investment business.

Responsibilities

• Provide financial planning support to clients.
• Prepare financial plans and check their accuracy.

Skills

Interpersonal Skills

Financial Planning

Education

Bachelor's degree in Finance

Job description

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Direct message the job poster from Dexian

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

1. Provide financial planning support to clients
2. Support investment professionals to cultivate client relationships
3. Prepare financial plans and check their accuracy

Qualifications

1. Bachelor's degree in Finance or related field
2. 5+ years of industry experience
3. Strong understanding of the investment business
4. Excellent interpersonal skills

Seniority level

• Entry level

Employment type

• Contract

Job function

• Finance