Financial Advisor Trainee (westlake Village, Ca)

Chartwell Investment Partners

Westlake Village, CA, USA
Base: $70,304.00-$75,000.00; bonus/equity: not spe...
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Develop client pipeline
Manage client relationships
Recommend investment products
** Chartwell Investment Partners is seeking a Financial Advisor Trainee for its Advisory Mastery Program (AMP) in Westlake Village, CA. This program offers comprehensive training and mentorship to prepare candidates for a career as a financial advisor, emphasizing client relationship management and the attainment of required industry licenses. **

Job Summary

  • The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor.
  • Raymond James advisors provide sound financial advice and counsel consistent with our client’s objectives, time horizon, and risk tolerance.
  • The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Matching Summary

Match Score: 75

** Chartwell Investment Partners is seeking a Financial Advisor Trainee for its Advisory Mastery Program (AMP) in Westlake Village, CA. This program offers comprehensive training and mentorship to prepare candidates for a career as a financial advisor, emphasizing client relationship management and the attainment of required industry licenses. **

Salary

Base: $70,304.00-$75,000.00; Bonus/Equity: Not specified; Benefits: Eligible for a benefits package

Skills & Requirements

Must-have

  • Develop client pipeline
  • Manage client relationships
  • Recommend investment products
  • Obtain industry licenses

Nice-to-have

  • Persistence in face of obstacles
  • Calm in high stress situations
  • Networking in community

Key Requirements

  • Bachelor's degree preferred
  • Minimum 4 years working experience
  • SIE required or ability to obtain
  • Series 7 & 66 or ability to obtain
  • Life, Health and Variable Annuity or ability to obtain

Work Rights

Not specified

Tailored Resume

Cover Letter