$35,152.00-$70,000.00; not specified; not specifie...
Hybrid
Financial advice and counsel
Client relationship management
Investment product recommendation
Chartwell Investment Partners is seeking a Financial Advisor Trainee for its Advisor Mastery Program, designed to equip candidates with the necessary skills for a successful career in financial advisory. The role involves learning client relationship management, sales, and investment strategies while receiving mentorship and training
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.
This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; disability benefits; and retirement savings.
Matching Summary
Match Score: 75
Chartwell Investment Partners is seeking a Financial Advisor Trainee for its Advisor Mastery Program, designed to equip candidates with the necessary skills for a successful career in financial advisory. The role involves learning client relationship management, sales, and investment strategies while receiving mentorship and training.
Salary
$35,152.00-$70,000.00; Not specified; Not specified
Skills & Requirements
Must-have
Financial advice and counsel
Client relationship management
Investment product recommendation
Prospecting and networking
Nice-to-have
Client-first, integrity, independence
Conservative, long-term view
Continuous learning and development
Key Requirements
Bachelor's Degree preferred
3 years of relevant working experience
SIE required
Series 7 and Series 66 or ability to obtain
Life, Health and Variable Annuity or ability to obtain