Financial Services Professional

2 weeks ago


Garden City, Michigan, United States Morgan Wilshire Securities Full time
Join Our Team at Morgan Wilshire Securities

We are a leading Broker-Dealer dedicated to delivering exceptional investment advice and portfolio management services to our clients. Our team of top-tier professionals is committed to innovation and growth, and we are seeking a highly motivated and detail-oriented Financial Advisor Trainee to join our ranks.

As a Financial Advisor Trainee, you will work closely with our experienced team to develop and implement customized financial plans and investment strategies tailored to the unique needs of our clients. You will have the opportunity to gain hands-on experience in real-world investing, receive comprehensive training and mentoring, and develop the skills and knowledge necessary to succeed in this exciting and rewarding field.

Key Responsibilities:

  • Develop and implement customized financial plans and investment strategies for clients
  • Work closely with experienced team members to provide exceptional client service and support
  • Participate in comprehensive training and mentoring programs to develop skills and knowledge
  • Contribute to the growth and success of our team and organization

Requirements:

  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced and dynamic environment
  • Detail-oriented and organized with a strong work ethic
  • Ability to learn and adapt quickly

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and supportive team environment
  • State-of-the-art training and mentoring programs

Location: Garden City, NY

Job Type: Full-time

Pay: $30,000 to $60,000 per year

Benefits: Tuition reimbursement

Weekly Schedule: Monday to Friday

Work Setting: In-person at Garden City location



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