Investment Specialist Trainee
2 weeks ago
Disability Solutions is seeking a highly motivated Investment Specialist Trainee to join our team. This is an excellent opportunity for those who are eager to develop their skills and knowledge in the financial services industry.
As an Investment Specialist Trainee, you will play a key role in helping our clients achieve their financial objectives. You will provide exceptional client care, growing client relationships, and guiding clients with needs-based solutions that support their financial goals.
We estimate the salary for this position to be around $50,000 - $60,000 per year, depending on experience and qualifications.
About the Job
This role involves identifying clients' needs and finding proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
The key responsibilities of this position include receiving training through the licensing/study program, ultimately earning SIE, S7, and S66 certifications.
Required Skills and Qualifications
- Client-focused with a passion for excellence and a positive team attitude.
- Self-motivated, goal-oriented, and able to multitask in a fast-moving, performance-based environment.
- Effective communicator with an aptitude for sales and relationship management.
- Strong computer skills.
- Possess the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
- Prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.
Benefits
- Competitive salary range ($50,000 - $60,000 per year).
- Ongoing training and development opportunities.
- A supportive and collaborative work environment.
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