Financial Advisor Trainee- Winter Park, Fl

Chartwell Investment Partners

Winter Park, FL, US
Not specified; not specified; not specified
Prospecting and networking to build client pipeline
Developing individual financial practice under mentorship
Evaluating client needs and recommending investment solutions
The role offers the Advisor Mastery Program (AMP) which provides comprehensive education through distance learning and apprenticeship

Job Summary

  • The role offers the Advisor Mastery Program (AMP) which provides comprehensive education through distance learning and apprenticeship.
  • Trainees will learn to balance new client development, sales activities, investment management, and compliance while building an individual practice.
  • Candidates must demonstrate persistence, handle rejection effectively, and network within the community to market themselves and Raymond James.

Matching Summary

The role offers the Advisor Mastery Program (AMP) which provides comprehensive education through distance learning and apprenticeship.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Prospecting and networking to build client pipeline
  • Developing individual financial practice under mentorship
  • Evaluating client needs and recommending investment solutions

Nice-to-have

  • Resilience in handling rejection during prospecting
  • Ability to work in a fast-paced environment
  • Strong interpersonal communication skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter