Financial Advisor Trainee (denver, Co)

Chartwell Investment Partners

Denver, CO, US
Base: $57,783.96-$75,000.02; bonus/equity: not spe...
Remote
Client prospecting and development
Investment product recommendations
Client relationship 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 compliance.
  • 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.

Salary

Base: $57,783.96-$75,000.02; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client prospecting and development
  • Investment product recommendations
  • Client relationship management
  • Financial planning and advice
  • Production target achievement

Nice-to-have

  • Resilience and persistence
  • Continuous learning
  • Interpersonal communication skills
  • Networking and community engagement

Key Requirements

  • Bachelor's Degree preferred
  • 3+ years relevant working experience
  • SIE, Series 7, Series 66 licenses
  • Life, Health, Variable Annuity licenses

Work Rights

Not specified

Tailored Resume

Cover Letter