Not specified (assumed in-office training with some remote components).
Prospecting and networking to build client pipeline
Understanding of economic and accounting principles
Ability to obtain series 7 and series 66 licenses
Willenborg Wealth Management is seeking a Financial Advisor Trainee for their Advisor Mastery Program (AMP) in The Woodlands, TX. This position offers comprehensive training in financial services, focusing on client development, sales, and investment management, while supporting personal and professional growth
Job Summary
The Advisor Mastery Program offers a comprehensive education combining technical and sales skills to position new advisors for success.
Trainees will learn to build an individual practice by balancing client development, sales activities, and investment management under mentorship.
Candidates must demonstrate persistence, handle rejection effectively, and maintain compliance with industry rules and regulations.
Matching Summary
Match Score: 85
Willenborg Wealth Management is seeking a Financial Advisor Trainee for their Advisor Mastery Program (AMP) in The Woodlands, TX. This position offers comprehensive training in financial services, focusing on client development, sales, and investment management, while supporting personal and professional growth.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Prospecting and networking to build client pipeline
Understanding of economic and accounting principles
Ability to obtain Series 7 and Series 66 licenses
Nice-to-have
Resilience in handling rejection during prospecting
Strong interpersonal communication skills
Experience in intangible sales or business environment
Key Requirements
Bachelor's degree preferred
Series 7 license required within 4 months
Series 66 license required within 4 months
Life, Health, and Variable Annuity licenses within 6 months