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Open nowFirst seen 38 hours ago

Wealth Manager Trainee

TalentPro4 open roles

Where
San Diego, California, United States, Remote
Work mode
Remote
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Your applicationOpen nowWealth Manager TraineeTalentPro · San Diego, California, United States, Remote

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The clock on this job

Early applications get read.

11.9% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.9%7 days
  4. 18.6%14 days
  5. 35.6%30 days
  6. 45.1%60 days
This job: first seen 38 hours ago

The posting

Job Title: Wealth Management Trainee

Location: USA (REMOTE)/ Hybrid

Type: Contract/Full-Time

Salary: PT: $50k-$70K | FT: $100k+

Come join the New Heights Agency Team!

Job Summary: We are looking for a driven and enthusiastic Wealth Management Trainee to join our team and embark on a rewarding career in financial planning and investment management. This entry-level position provides a structured training program to help you develop the skills, knowledge, and certifications needed to become a successful Financial Advisor.

Key Responsibilities:

  • Participate in a comprehensive training program to gain knowledge of financial planning, investment strategies, and client management.
  • Assist experienced Financial Advisors in developing and implementing financial plans for clients.
  • Shadow senior team members during client consultations to learn effective communication and relationship-building techniques.
  • Study and prepare for required licensing exams.
  • Learn to identify and analyze clients financial needs and develop tailored recommendations.
  • Gain proficiency in financial tools and software used for portfolio analysis and reporting.
  • Assist with administrative tasks, including preparing client presentations and maintaining client records.
  • Build foundational knowledge of financial products, services, and compliance requirements.
  • Gradually take on responsibilities for prospecting and establishing relationships with potential clients under supervision.

Qualifications:

  • No Degree Required, but preferred.
  • Strong interest in pursuing a career in wealth management.
  • Excellent interpersonal, communication, and presentation skills.
  • Eagerness to learn and adapt in a collaborative setting.
  • High level of integrity and professionalism.
  • Proficiency in Microsoft Office Suite and a life-long learner.
  • Coachable with a desire to grow.
  • Be able to pass background check.

Additional Requirements:

  • Willingness to complete necessary licensing exams within a specified timeframe.
  • Commitment to continued professional development and obtaining industry-recognized certifications. Life License preferred.
  • Strong organizational and time-management skills.

What We Offer:

  • Structured training program and mentorship by experienced professionals.
  • Support for obtaining required licenses and certifications.
  • Opportunities for career advancement within the company.
  • Competitive salary with potential for performance-based bonuses.

Working Conditions:

  • Predominantly office-based with potential for remote work options after training.
  • May require occasional evening or weekend work to attend training sessions or assist with client meetings.
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