The role offers a unique opportunity to gain practical experience and personalized coaching in financial advising within a supportive and inclusive culture
Job Summary
The role offers a unique opportunity to gain practical experience and personalized coaching in financial advising within a supportive and inclusive culture.
You will work in a local district office, acquire insurance and mutual fund licenses, and engage in business development activities to build your client base.
Competitive salary and incentives are provided along with access to innovative digital tools and a career path leading to a full advisor role.
Matching Summary
The role offers a unique opportunity to gain practical experience and personalized coaching in financial advising within a supportive and inclusive culture.
Salary
Base: Competitive salary; Bonus/Equity: Incentives available; Benefits: Support for licensing fees
Skills & Requirements
Must-have
Client relationship development
Financial product knowledge
Sales and business development
Use of digital tools
Strong communication skills
Self-motivation and work ethic
Nice-to-have
Team collaboration
Inclusion and diversity culture
Continuous learning and skill development
Motivating others to act
Supportive management environment
Key Requirements
PQAP certification or program completion
Insurance and mutual fund licenses or courses
Strong knowledge of insurance and investment products