About the job Wealth Manager Trainee Job Title: Wealth Management TraineeLocation: USA (REMOTE)/ HybridType: Contract/Full-TimeSalary: 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.