Base: $22,880.00-$90,000.00; bonus/equity: not spe...
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Client prospecting and development
Investment product recommendations
Client account management
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Chartwell Investment Partners is seeking a Financial Advisor Trainee for a remote position, offering comprehensive training through the Advisor Mastery Program (AMP). The role focuses on client development, investment management, and sales activities, enabling new advisors to build their practices with support from mentors and teams.
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Job Summary
The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Financial Advisors through distance learning and apprenticeship.
Trainees will learn to build an individual practice by balancing new client development, sales activities, investment management, and customer service.
The program requires obtaining mandatory industry licenses within prescribed timeframes and meeting minimum performance and production standards.
Matching Summary
Match Score: 75
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Chartwell Investment Partners is seeking a Financial Advisor Trainee for a remote position, offering comprehensive training through the Advisor Mastery Program (AMP). The role focuses on client development, investment management, and sales activities, enabling new advisors to build their practices with support from mentors and teams.
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Salary
Base: $22,880.00-$90,000.00; Bonus/Equity: Not specified; Benefits: Not specified