Financial Advisor Trainee at Meridian Wealth Advisors

Wayne State University; Winter Park (FL); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Mentorship and industry exposure

Flexible hybrid work environment

Networking opportunities

Job summary

Wayne State University in Winter Park is looking for a motivated Financial Advisor to assist individuals with financial wellness and long-term planning. Ideal candidates are ambitious college graduates eager to develop their careers in financial services.

This role offers mentorship, professional development, and significant income potential through client relationship management. The position is suitable for recent graduates or early-career professionals willing to learn and grow.

Flexible hybrid work environment with networking opportunities included.

Qualifications

• Strong communication and interpersonal skills.
• Professional attitude and willingness to learn.
• Organized and dependable.
• Interest in finance, business, sales, entrepreneurship, or relationship management.

Responsibilities

• Assist with client communication and scheduling.
• Participate in training and professional development.
• Support financial planning and client service operations.
• Conduct follow-up outreach and relationship management.

Skills

Communication and interpersonal skills

Organizational skills

Problem-solving abilities

Sales or customer service experience

Education

College graduate

Job description

Launch your career in financial services with an opportunity to build your own client base, develop long‑term professional relationships, and create significant income potential.

As a Financial Advisor, you will help individuals and families with retirement planning, 401(k) optimization, investment strategies, and overall financial wellness through a holistic planning approach.

This role is ideal for ambitious college graduates who are entrepreneurial, coachable, and motivated to grow both personally and professionally.

Training, mentorship, and career development provided.

Please note: visa sponsorship is not available for this opportunity.

Are you interested in building a career in financial services, wealth management, entrepreneurship, and client relationship development?

We are seeking motivated, professional, and growth‑minded individuals who are either currently licensed or interested in becoming licensed financial advisors. This opportunity is ideal for recent graduates, career changers, interns, or early‑career professionals looking to enter the financial services industry with hands‑on mentorship and real‑world business experience.

Responsibilities

• Assist with client communication and scheduling
• Participate in training and professional development
• Support financial planning and client service operations
• Conduct follow‑up outreach and relationship management
• Assist with marketing, networking, and business development initiatives
• Maintain organization of reports, systems, and CRM platforms
• Collaborate with advisors and leadership teams on projects and events

Qualifications

• Strong communication and interpersonal skills
• Professional attitude and willingness to learn
• Organized and dependable
• Comfortable in a fast‑paced, team‑oriented environment
• Interest in finance, business, sales, entrepreneurship, or relationship management
• Ability to adapt, take initiative, and solve problems
• Prior customer service, leadership, or sales experience is a plus but not required

What We Offer

• Mentorship and industry exposure
• Licensing guidance and training support
• Leadership and professional growth opportunities
• Flexible hybrid work environment
• Networking opportunities with professionals and advisors
• Real business experience with growth potential

This opportunity is best suited for individuals who are coachable, professional, ambitious, and ready to grow within a relationship‑driven industry.

Applicants must be legally authorized to work in the United States. Future sponsorship availability, if any, would depend on business needs and role qualifications.