Veteran Financial Planner Training - Licensing Included

Rain Local; Pensacola (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Licensing & Certification support

Mentorship programs

Professional development resources

Job summary

Rain Local offers an opportunity for active service members to participate in the Skillbridge Program aimed at training military veterans to enter the Financial Services industry as Financial Planners.

The program provides essential training, credentials, and licensing, with mentorship from industry experts to help you build a successful financial practice.

We offer a supportive environment focused on professional development and a growth-minded culture.

Qualifications

• Desire to pursue the SIE, Series 7 Topper & Series 66.
• Curiosity and coachability are essential.
• Passion for building client relationships.

Responsibilities

• Obtain training, credentials, and licensing required for a financial advisor.
• Work with industry experts and build financial plans.
• Participate in mentorship and training programs.

Skills

Creative problem-solving abilities

Interpersonal and communication skills

Proficiency in MS Office

Experience in a client-facing role

Education

Bachelor’s degree in finance, Economics, or a related field

Tools

Financial management software

Job description

Rain Local offers an opportunity for active service members to participate in the Skillbridge Program aimed at training military veterans to enter the Financial Services industry as Financial Planners.

The program provides essential training, credentials, and licensing, with mentorship from industry experts to help you build a successful financial practice.

We offer a supportive environment focused on professional development and a growth-minded culture.