Financial Advisor Trainee
1 week ago
Cultivate your skills and knowledge to excel in the financial services industry with our Accelerator Program.
About the Role- This comprehensive program equips you with the necessary skills and competencies to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.
- You'll receive hands-on training and experienced mentorship to develop the skills required to provide holistic financial advice to clients.
We offer a competitive compensation package including $16/hour during the trainee period, lasting up to 30 days.
Promotion to a Financial Representative comes with a $36,000 annual base salary, plus unlimited monthly sales incentives.
A $1,000 bonus awaits successful completion of the trainee period and promotion to a Financial Representative.
Key Benefits- An education-based Accelerator Program designed for successful transition to an independent Financial Advisor.
- 11 paid holidays in 2025, including 2 floating holidays added to your personal time.
- Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
- Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
- Cultivate and sustain prospecting skills through personal networks, community events, and social media.
- SUCCESSFULLY MEET ALL TRAINEE PROGRAM REQUIREMENTS AND GAIN THE SKILLS NEEDED TO EXCEL.
- Travel up to 50% of the time, hold and maintain a valid U.S. driver's license.
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