Financial Advisor in Training - Minneapolis
reputed company is a reputed company financial services leader with a focus on client relationships. They are seeking a Financial Advisor Trainee to engage with clients, obtain financial licenses, and participate in a structured training program aimed at career growth in financial advising.
Responsibilities
- Prepare for and obtain key financial licenses
- Engage with clients in meaningful conversations (no licenses required for initial activities)
- Document interactions in our CRM system
- Complete ongoing training to master products, tools, and client service
Skills
- High school diploma or equivalent
- Strong communication and relationship-building skills
- Ability to reputed company in a fast-paced, goal-driven environment
- Commitment to earning required licenses reputed company set timelines
- Bachelor's degree
Benefits
- Vacation time
- Sick time
- 401(k)
- Health, dental and life insurances
Company Overview
Company H1B Sponsorship