Wealth Manager Trainee

About the job Wealth Manager Trainee

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 :

Additional Requirements :

What We Offer :

Working Conditions :

Salary : $50,000 - $70,000