Wealth Management Advisor Trainee – Growth & Learning

ValueFinity; New York (NY); On-site; USD 25,000 - 35,000; Full time

Job summary

ValueFinity in New York is seeking an Investment Advisor to join a comprehensive training and experience program. You will support branch operations and adapt to changing responsibilities while gaining professional growth. This permanent, full-time role lies in New York, with a salary of $25,000–$35,000 per annum.

The program emphasizes proactive learning, client service, and the CISI Masters in Wealth Management, which you are expected to complete within the remaining 30 months (36 total).

Qualifications

• Evidence of leadership skills, possibly seen with sporting achievements or responsibilities.
• Strong communication skills - both written and verbal.
• Understanding/interest in the financial services sector.
• A very high level of attention to detail and accuracy is vital.
• Organized and efficient.
• Strong team player.

Responsibilities

• Adopt proactive, independent approach to study and build commercial awareness.
• Become an effective and willing team member.
• Learn and understand the systems and processes associated with The Firm.
• Learn and understand about the products and service we provide to our clients.
• Study and successfully complete the CISI Masters in Wealth Management within the remaining 30 month period (36 months in total).

Job description

ValueFinity in New York is seeking an Investment Advisor to join a comprehensive training and experience program. You will support branch operations and adapt to changing responsibilities while gaining professional growth. This permanent, full-time role lies in New York, with a salary of $25,000–$35,000 per annum.

The program emphasizes proactive learning, client service, and the CISI Masters in Wealth Management, which you are expected to complete within the remaining 30 months (36 total).