Wealth Management Trainee: Investment Advisor

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

Job summary

Gladsoftit is seeking Investment Advisors in New York, NY to provide support in a dynamic environment. Applicants will assist branches while adapting to evolving responsibilities and will be expected to complete the CISI Masters in Wealth Management within three years.

The role is a full-time permanent position with a salary range of $25,000 to $35,000 annually. Ideal candidates will show leadership, strong communication skills, and an understanding of financial services.

Qualifications

• Evidence of leadership skills, possibly shown through sporting achievements.
• Strong communication skills in writing and speaking.
• A keen interest in the financial services sector.

Responsibilities

• Support and assist the branch/desk while adapting to changing responsibilities.
• Study and understand systems and processes of The Firm.
• Complete the CISI Masters in Wealth Management within 36 months.

Skills

Leadership skills

Strong communication skills

Attention to detail

Understanding of financial services

Job description

Gladsoftit is seeking Investment Advisors in New York, NY to provide support in a dynamic environment. Applicants will assist branches while adapting to evolving responsibilities and will be expected to complete the CISI Masters in Wealth Management within three years.

The role is a full-time permanent position with a salary range of $25,000 to $35,000 annually. Ideal candidates will show leadership, strong communication skills, and an understanding of financial services.