Financial Advisor Trainee -ridgeland, Ms

Willenborg Wealth Management

Ridgeland, MS, US
Base salary not specified; + compensation may incl...
Prospecting and networking skills
Client needs analysis and financial planning
Investment product knowledge and recommendations
The role offers a comprehensive education through the Advisor Mastery Program to train the next generation of Financial Advisors

Job Summary

  • The role offers a comprehensive education through the Advisor Mastery Program to train the next generation of Financial Advisors.
  • Trainees are expected to balance new client development, sales activities, and investment management while adhering to strict compliance guidelines.
  • The position includes eligibility for a benefits package covering medical, dental, vision, life insurance, and retirement savings.

Matching Summary

The role offers a comprehensive education through the Advisor Mastery Program to train the next generation of Financial Advisors.

Salary

Base salary not specified; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Prospecting and networking skills
  • Client needs analysis and financial planning
  • Investment product knowledge and recommendations
  • Sales performance and production targets
  • Compliance with industry regulations

Nice-to-have

  • Resilience in handling rejection
  • Community engagement and niche development
  • Effective oral and written communication
  • Ability to manage multiple priorities
  • Collaborative team-oriented mindset

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter