Financial Advisor Trainee

Financial Advisor Trainee Job Summary Through various training mechanisms including a combination of distance learning, education sessions at the home office, and senior advisor mentoring, gain knowledge of developing a client base, cultivating relations, collaborating with peers and key stakeholders, creating investment plans and recommending investments. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, learns …

Financial Solutions Advisor Trainee Job Description The primary role of the Financial Solutions Advisor Trainee is to acquire the necessary licenses and training to become a Financial Solutions Advisor. In addition to studying and buying 7 & 66 licenses (63 & 65 in lieu of 66), FSA Trainees will be required to complete the new hire training program, including classroom …