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![Forte Capital Group](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor Trainee
2 months ago
Company Description
Forte Capital Group is a leading financial investment firm with a specialized focus on alternative venture investments. We are committed to providing innovative and comprehensive financial solutions to our clients, helping them achieve their financial goals and secure their financial future.
Role Description
This is a full-time in-person Financial Advisor Trainee role located in New York City, NY. As a Financial Advisor Trainee, you will work closely with senior financial advisors to develop a comprehensive understanding of the financial advisory process. You will have the opportunity to learn and grow within our organization. This role is designed to provide you with the knowledge and skills needed to become a successful Financial Advisor.
Responsibilities
As a Financial Advisor Trainee, you will work in conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors to:
- Develop an individual practice.
- Balance new client development, sales activities, investment management, customer service, and compliance.
- Provide clients with sound financial advice aligned with their objectives and risk tolerance.
- Meet production targets impacting overall company revenue goals.
- Develop a business book consistent with program goals for assets under management and required production.
- Provide a high level of client service.
- Evaluate client financial needs, investment opportunities, and portfolio management.
- Develop a client pipeline through prospecting, networking, and community initiatives.
- Recommend suitable investment products, solutions, and services based on client needs.
- Stay informed about investment products, industry regulations, and financial planning.
- Perform other duties and responsibilities as assigned.
Qualifications
- Bachelor's degree preferred
- Demonstrated interest in investment strategies
- Strong analytical and communication skills
- Ability to work independently and in a team environment
- Ability to prioritize, multitask, and meet deadlines in a fast-paced environment
Licenses/Certifications:
- Securities Industry Essentials (SIE) certification is preferred and considered a plus if already obtained.
- Series 7 and Series 66 licenses or the ability to obtain them within 3-6 months from the program's start.