Financial Advisor Trainee - Pcg (charlotte, Nc)

Chartwell Investment Partners

Charlotte, NC, US
Remote
Client prospecting and development
Investment product recommendations
Client service and relationship management
The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills

Job Summary

  • The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills.
  • Trainees will build an individual practice, balancing client development, sales, investment management, and customer service.
  • The program requires obtaining mandatory industry licenses and meeting performance and production standards.

Matching Summary

The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills.

Skills & Requirements

Must-have

  • Client prospecting and development
  • Investment product recommendations
  • Client service and relationship management
  • Production targets and business development
  • Financial planning and advice

Nice-to-have

  • Resilience and persistence
  • Continuous learning and development
  • Networking and community engagement
  • Client-first approach

Key Requirements

  • Bachelor's Degree preferred
  • 3 years of relevant working experience
  • SIE required
  • Series 7 and Series 66 or ability to obtain within 4 months
  • Life, Health and Variable Annuity or ability to obtain within 6 months

Work Rights

Not specified

Tailored Resume

Cover Letter