Financial Advisor Trainee

Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.

We are helping our client in Auburn, Alabama, hire a Financial Advisor Trainee.

Our client, a wealth management firm in Auburn, AL is looking for a talented professional 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), be trained through a financial planning academy and have infrastructure and mentorship 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!

Job description:

The role of an advisor:

• Build relationships with prospective clients
• Help clients think about future financial planning and personal goals
• Constructing comprehensive plans
• Educating clients on recommendations and sharing financial advice
• Follow up with clientele to update their plans while their life and markets/economy change
• Manage your practice with support from a major firm
• Marketing and networking

Training will teach planning and business building fundamentals.

Comprehensive planning could include;

• Savings, debt reduction and cash flow planning
• Investment strategies and portfolio management
• Retirement Planning and Retirement Income Planning for retirees
• Insurance Planning: Life, Disability, Long Term Care
• Estate Planning for charitable giving and passing down assets
• Major purchase planning such as a house, business or education funding
• Tax implications

THERE IS NO BASE SALARY FOR THIS ROLE

The average revenue for advisors in their first four years is $82,000+ with top quartile being over $150,000. (More tenured advisors have higher averages)There is not a base salary or hourly wage as this is an opportunity to build a supported practice. There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.

Qualifications:

• Bachelors Degree
• Being coachable
• Desire to learn the planning profession
• Desire to be in a client facing role open to networking and sales

Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities.

For more resources and information please visit www.lead-advisor.com.

Job Type: Full-time

Weekly schedule:

• Monday to Friday

Work setting:

• In-person

Ability to Relocate:

• Auburn, AL: Relocate before starting work (Required)

Work Location: In person