Wealth Management Trainee

4 days ago

Rochester, New York, United States PONTEMLA Full time $60,000 - $200,000 per year

Our clients, growing wealth management firms are seeking talented professionals with high capacity to build a financial planning practice as an advisor.

Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), have access to a financial planning training program along with mentorship and infrastructure to build a practice.

This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you

Key Responsibilities

  • Develop and grow your personal book of business by actively prospecting and generating new client leads.
  • Leverage existing professional, community, and personal networks to identify opportunities.
  • Conduct discovery meetings to understand client goals and recommend tailored financial solutions.
  • Deliver presentations and financial plans that may address: savings, investments, retirement, insurance, education, income/cash flow planning and other financial priorities
  • Build long-term relationships through regular client contact and ongoing service.
  • Participate in ongoing training, coaching, and professional development.

Qualifications

  • Bachelor's degree
  • Strong communication, presentation, and interpersonal skills.
  • Self-starter with high motivation, resilience, and the ability to work independently.
  • Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses.
  • Passion for helping clients achieve financial goals and willingness to build a career from the ground up.

Skills & Competencies

  • Entrepreneurial mindset with a strong work ethic.
  • Natural ability to network and develop professional relationships.
  • Goal-oriented and comfortable in a performance-driven environment.
  • High level of integrity and professional presence.
  • Strong organizational skills for managing a pipeline of prospects and clients.

Compensation & Benefits

  • Performance-based compensation: unlimited earning potential tied directly to production.
  • Access to training, mentorship, and professional licensing support.

Benefits package

  • Clear career path with potential for leadership opportunities.

Job Type: Full-time

Pay: $60, $200,000.00 per year

Benefits:

  • 401(k)
  • Health insurance
  • Life insurance
  • Paid training

Application Question(s):

  • Bachelor's degree required.

Work Location: In person

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