Base: $22,880.00-$90,000.00; bonus/equity: not spe...
Remote
Develop individual practice
Client prospecting and development
Investment product recommendations
Willenborg Wealth Management is seeking a Financial Advisor Trainee for a remote position as part of their Advisor Mastery Program (AMP). This role emphasizes training in both technical and sales skills to prepare candidates for success in building a client base and providing sound financial advice
Job Summary
The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Financial Advisors through distance learning and firm training.
The program incorporates training for technical and sales skills, balancing new client development, sales activities, investment management, and customer service.
Trainees will learn to build an individual practice, provide sound financial advice, and obtain mandatory industry licenses within prescribed timeframes.
Matching Summary
Match Score: 75
Willenborg Wealth Management is seeking a Financial Advisor Trainee for a remote position as part of their Advisor Mastery Program (AMP). This role emphasizes training in both technical and sales skills to prepare candidates for success in building a client base and providing sound financial advice.
Salary
Base: $22,880.00-$90,000.00; Bonus/Equity: Not specified; Benefits: Not specified