Financial Advisor Trainee- Atlanta, Ga

Chartwell Investment Partners

Atlanta, GA, US
Base salary or wages; + compensation (cash or equi...
Prospecting and networking to build client pipeline
Developing individual financial practice under mentorship
Communicating portfolio losses while preserving loyalty
The Advisor Mastery Program offers comprehensive training combining technical and sales skills to position new advisors for success

Job Summary

  • The Advisor Mastery Program offers comprehensive training combining technical and sales skills to position new advisors for success.
  • Trainees will balance client development, sales activities, investment management, and compliance while building an individual practice.
  • The role includes eligibility for a benefits package covering medical, dental, vision, life insurance, retirement savings, and paid time off.

Matching Summary

The Advisor Mastery Program offers comprehensive training combining technical and sales skills to position new advisors for success.

Salary

Base salary or wages; Additional compensation (cash or equity); Discretionary bonuses or commissions

Skills & Requirements

Must-have

  • Prospecting and networking to build client pipeline
  • Developing individual financial practice under mentorship
  • Communicating portfolio losses while preserving loyalty
  • Evaluating client needs and risk tolerance for investments
  • Managing full scope of client relationships and accounts

Nice-to-have

  • Resilience in handling rejection during prospecting
  • Ability to work in fast-paced changing environment
  • Strong interpersonal communication skills with all levels
  • Persistence in face of obstacles and criticism

Key Requirements

  • Bachelor's degree preferred
  • Minimum 3 years relevant sales or business experience
  • SIE license required within 4 months
  • Series 7 and Series 66 licenses required within 4 months
  • Life, Health, and Variable Annuity licenses required within 6 months

Work Rights

Not specified

Tailored Resume

Cover Letter