Financial Advisor Trainee- Ocala, Fl

Chartwell Investment Partners

Ocala, Florida, US
Hybrid
Client relationship management
Investment product recommendation
Financial advice and counsel
Chartwell Investment Partners is seeking a Financial Advisor Trainee in Ocala, Florida, to participate in their Advisor Mastery Program, which provides comprehensive training in financial services. The role involves developing client relationships, managing investments, and achieving sales targets while receiving mentorship and guidance

Job Summary

  • The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Financial Advisors, incorporating training for technical and sales skills.
  • The Trainee will balance new client development, sales activities, investment management, customer service, and compliance with personal and professional growth.
  • The program is designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.

Matching Summary

Match Score: 75

Chartwell Investment Partners is seeking a Financial Advisor Trainee in Ocala, Florida, to participate in their Advisor Mastery Program, which provides comprehensive training in financial services. The role involves developing client relationships, managing investments, and achieving sales targets while receiving mentorship and guidance.

Skills & Requirements

Must-have

  • Client relationship management
  • Investment product recommendation
  • Financial advice and counsel
  • Sales activities and client development

Nice-to-have

  • Client loyalty preservation
  • Community initiative engagement
  • Interpersonal communication skills
  • Resilience in prospecting

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter