Financial Advisor Trainee-houston, Tx

Willenborg Wealth Management

Houston, TX, US
Remote
Client prospecting and development
Investment product recommendations
Client account management
The Advisor Mastery Program (AMP) offers comprehensive education for aspiring Financial Advisors, incorporating technical and sales skills

Job Summary

  • The Advisor Mastery Program (AMP) offers comprehensive education for aspiring Financial Advisors, incorporating technical and sales skills.
  • Trainees will learn to 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 aspiring Financial Advisors, incorporating technical and sales skills.

Skills & Requirements

Must-have

  • Client prospecting and development
  • Investment product recommendations
  • Client account management
  • Financial planning and advice

Nice-to-have

  • Client loyalty and retention
  • Community networking and initiatives
  • Continuous learning and development

Key Requirements

  • Bachelor's Degree preferred or equivalent experience
  • Minimum 3 years 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