Not specified (potentially hybrid or on-site based on training requirements).
Prospecting and networking skills
Client financial needs evaluation
Investment product recommendations
Willenborg Wealth Management is seeking a Financial Advisor Trainee for their Ocala, FL location. This role involves a comprehensive training program designed to develop skills in client relationship management, sales, and investment strategies, preparing candidates for a successful career in financial advisory
Job Summary
The role offers a comprehensive education through the Advisor Mastery Program to train the next generation of Financial Advisors.
Trainees will balance new client development, sales activities, and investment management while building an individual practice under mentorship.
Candidates must obtain mandatory industry licenses including Series 7, Series 66, and SIE within prescribed timeframes.
Matching Summary
Match Score: 75
Willenborg Wealth Management is seeking a Financial Advisor Trainee for their Ocala, FL location. This role involves a comprehensive training program designed to develop skills in client relationship management, sales, and investment strategies, preparing candidates for a successful career in financial advisory.