Financial Advisor Trainee

2 weeks ago

Aliso Viejo, United States Focus Wealth Management Full time
Job DescriptionJob Description

We are seeking a Financial Advisor Trainee to join our team You will shadow a Certified Financial Planner to learn how to run a financial planning practice. 

Responsibilities:

  • Writing Financial plan
  • ​​​​​​Making Trades
  • Interacting with clients on a daily basis

​Qualifications:

  • Training provided
  • Ability to obtain Series 7, 66 Life and health licenses
  • Excellent communication and marketing skills. 

  • Advisor Development Program

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