Financial Advisor Trainee: Path to Executive Leadership

Tri-Harbor Financial Group; Boston (MA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Commission-based pay package

Exceptional income potential

Licensing and credentialing sponsorship

Development stipends

Job summary

A financial services firm in Boston is looking for a Financial Advisor Trainee. This role involves partnering with clients to create personalized financial plans, ensuring their financial goals are met. Ideal candidates will have a 4-year college degree, strong communication skills, and a motivation to advance in their careers. Compensation includes a commission-based pay structure with exceptional income potential, alongside development stipends and support for licensing and credentialing.

Qualifications

• Self-starter with motivation to advance to an executive level.
• Prior sales and/or business experience preferred.

Responsibilities

• Partner with clients to create personalized financial plans.
• Help clients protect and grow their assets over time.

Skills

Excellent verbal and written communication skills

Strong interpersonal and management skills

Education

4‑year college degree

Job description

A financial services firm in Boston is looking for a Financial Advisor Trainee. This role involves partnering with clients to create personalized financial plans, ensuring their financial goals are met. Ideal candidates will have a 4-year college degree, strong communication skills, and a motivation to advance in their careers. Compensation includes a commission-based pay structure with exceptional income potential, alongside development stipends and support for licensing and credentialing.