Job Description

We are seeking a Financial Advisor Trainee to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

RESPONSIBILITIES:

• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities and overall financial conditions
• Prepare presentations that recommend various financial products 
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

​QUALIFICATIONS:

• Previous experience in Sales, Customer service, Real Estate, Banking, Financing, or other related fields
• Willingness to learn about investment products and services
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills