Financial Advisor Trainee — Hybrid, Salary While Learning

nest egg; Conshohocken (Montgomery County); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Nest Egg is seeking a Financial Advisor to engage clients from day one, starting with a salary while you learn. You'll manage client accounts and help them make investment decisions, learning the ropes to transition into a full advisor within 6 to 24 months.

This hybrid role based in Conshohocken, PA, requires a Bachelor's degree and at least one year of customer-facing experience. Training for investment licenses is provided as you grow in your role.

Qualifications

• At least one year of customer-facing experience.
• Bachelor's degree required.
• Comfortable with high volume work while maintaining accuracy.
• Proficient in using technology platforms.

Responsibilities

• Engage with clients and prospects through video, chat, and calls.
• Field incoming and make outgoing conversations.
• Build customer relationships and identify opportunities.
• Lead account openings and manage ongoing activities.

Skills

Customer-facing experience

Financial knowledge

Technological proficiency

Engagement skills

Education

Bachelor's degree

Tools

G Suite

CRMs

Excel

Google Sheets

Job description

Nest Egg is seeking a Financial Advisor to engage clients from day one, starting with a salary while you learn. You'll manage client accounts and help them make investment decisions, learning the ropes to transition into a full advisor within 6 to 24 months.

This hybrid role based in Conshohocken, PA, requires a Bachelor's degree and at least one year of customer-facing experience. Training for investment licenses is provided as you grow in your role.