Wealth Management Trainee — Investment Advisor

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

Job summary

A financial services firm in New York is seeking an Investment Advisor to provide assistance and professional support within the organization. The role requires strong communication and leadership skills, as well as a keen interest in financial services. Successful candidates will be committed to learning and adapting to the firm's needs, and must complete the CISI Masters in Wealth Management. The position offers a full-time, permanent contract with a salary range of $25,000 to $35,000 per annum.

Qualifications

• Evidence of leadership skills, possibly through sporting achievements.
• Excellent written and verbal communication abilities.
• Strong interest in financial services and wealth management.
• High level of attention to detail.

Responsibilities

• Support and assist the branch/desk with duties.
• Adapt to changing responsibilities within the role.
• Learn systems and processes of the firm.
• Complete the CISI Masters in Wealth Management.

Skills

Leadership skills

Strong communication skills

Attention to detail

Interest in financial services

Job description

A financial services firm in New York is seeking an Investment Advisor to provide assistance and professional support within the organization. The role requires strong communication and leadership skills, as well as a keen interest in financial services. Successful candidates will be committed to learning and adapting to the firm's needs, and must complete the CISI Masters in Wealth Management. The position offers a full-time, permanent contract with a salary range of $25,000 to $35,000 per annum.