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The Financial Advisor Training Associate position offers an exciting opportunity for motivated professionals who want to build a career in wealth management and develop into a Financial Advisor. Through a structured 24-month development program, associates receive a combination of formal training, hands-on experience, and dedicated mentorship while learning how to identify client needs, build lasting relationships, evaluate investment goals, and prepare recommendations designed around each client’s financial objectives.
This Financial Advisor Associate role is well suited to individuals with strong sales, networking, business development, and relationship-building abilities who are driven to grow their own book of business. The program also provides valuable exposure to investment management, client service, compliance, licensing requirements, and the business skills needed to manage a successful financial advisory practice. Continue reading to explore the key responsibilities, qualifications, and career requirements for this full-time Financial Advisor Training Associate opportunity in the Orlando and Central Florida area.
The Financial Advisor Training Associate role is a 24-month development program for professionals who wish to build a wealth management business and become a SunTrust Financial Advisor (FA). Training associates will participate in a combination of formal and on-the-job training (supported by a dedicated mentor), learning to identify client needs, develop relationships with existing and prospective clients, review investment goals, prepare investment recommendations that align with client goals, and the business management skills required to operate an optimal practice model.
- Developing a book of business to meet and exceed the required performance hurdles
- Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering the full resources of SunTrust to the client
- Balancing investment management, sales activities, customer service, new client development, administrative, compliance, and personal growth and development according to both a day-to-day and longer-term plan
- Completing required training, obtaining industry licenses (Series 7 & 66, insurance) – as needed, mastering assessments, maintaining continuing education requirements and meeting minimum performance standards
Job: Brokerage
Primary Location: FL-Orlando / Central FL Area
Work Locations: Lake Washington Branch
Schedule: Full-time
Qualifications of Financial Advisor
- Requirements:
- Knowledge, Education, Certification, Licenses
- Series 7 and 66, insurance (preferred, not required)
- College or advanced degree preferred
- Skills / Abilities
- Great networking, business development, and relationship-building skills
- Robust sales and analytical aptitude.
- Strong work ethic and strong drive to succeed; competitive, self-motivated, and results-oriented.
- Demonstrated ability to develop and cultivate relationships. Proven ability to communicate both orally and in writing; proven organizational skills
- Experience
- ≥ 1 year outside/inside sales or business development experience and affiliation with a FINRA Registered Firm; proven performance in the previous role; or ≥ 2 years entrepreneurial work or U.S. Military experience
Equal Opportunity Employer
SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer and does not discriminate against individuals based on race, gender, color, religion, national origin, age, disability, veteran status or other classification protected by law.
Job Title: Financial Advisor Associate
Primary Location: FL-Orlando / Central FL Area
Work Locations: Lake Washington Branch
Type: Full Time
Overall, the Financial Advisor Training Associate program provides a clear development path for ambitious professionals seeking to enter or advance in the wealth management industry. Candidates with strong relationship-building skills, sales or business development experience, analytical ability, and the determination to meet licensing and performance requirements may find this role an excellent opportunity to develop the knowledge and practical experience needed to build a successful career as a Financial Advisor.
