Financial Advisor Trainee — AMP Program

Fwainvest; Mandeville (LA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings

Paid time off

Parental leave

Job summary

Fwainvest is seeking a Financial Advisor Trainee based in Mandeville, LA, to develop skills in financial services through the Advisor Mastery Program. You will learn to build an individual practice while balancing client development and investment management.

This is a full-time position requiring a Bachelor’s degree and at least three years of relevant experience. The role also involves obtaining necessary industry licenses and providing excellent client service.

Qualifications

• 3+ years in sales or relevant experience preferred.
• Ability to develop a book of business.
• Must obtain various industry licenses within specified timeframes.

Responsibilities

• Learn to build an individual practice in financial advisement.
• Meet production targets impactful to company revenue goals.
• Manage full client relationships including investment management.

Skills

Effective communication

Client relationship management

Financial analysis

Sales skills

Networking

Education

Bachelor’s Degree (B.A.)

Job description

Fwainvest is seeking a Financial Advisor Trainee based in Mandeville, LA, to develop skills in financial services through the Advisor Mastery Program. You will learn to build an individual practice while balancing client development and investment management.

This is a full-time position requiring a Bachelor’s degree and at least three years of relevant experience. The role also involves obtaining necessary industry licenses and providing excellent client service.