Financial Advisor Trainee-chattanooga, Tn

Willenborg Wealth Management

Chattanooga, TN, USA
Remote
Develop individual financial practice
Client development and sales activities
Investment management and customer service
The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Financial Advisors, incorporating training for technical and sales skills

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 and development.
  • The program requires obtaining mandatory industry licenses within prescribed timeframes, mastering assessments, and meeting minimum performance and production standards.

Matching Summary

The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Financial Advisors, incorporating training for technical and sales skills.

Skills & Requirements

Must-have

  • Develop individual financial practice
  • Client development and sales activities
  • Investment management and customer service
  • Financial advice and counsel
  • Production targets and revenue goals
  • Develop book of business
  • High level of client service
  • Evaluate client financial needs
  • Prospecting and networking

Nice-to-have

  • Personal and professional growth
  • Client loyalty
  • Community initiatives
  • Centers of influence
  • Interpersonal styles and communication
  • Effective working relationships
  • Persevere and handle rejection
  • Resilience during prospecting
  • Network in the community
  • Market him or herself
  • Persistence in the face of obstacles
  • Accept criticism and deal calmly
  • Effective in high stress situations

Key Requirements

  • Bachelor's Degree preferred
  • 3 years relevant working experience
  • Sales or business environment achievement
  • SIE license required
  • Series 7 and Series 66 licenses
  • Life, Health and Variable Annuity licenses

Work Rights

Not specified

Tailored Resume

Cover Letter