Financial Advisor Trainee Salary in North Dakota

Job Description 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 banking, financing, or other related fields Familiarity with investment products and services Ability to build rapport with clients Strong analytical and critical thinking skills Excellent written and verbal communication skills Company Description Since 1988, we have been offering Full-Service Financial Planning to Individuals and Businesses in the areas of: Investments, Insurance, Estate Planning, Real Esta

Star Mountain Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary credit and PE fund investing, all focused within North America. The Firm’s track record, business model, growth trajectory and award-winning culture provide compelling career opportunities for driven and talented individuals. Culture is a core principle which includes long-term alignment of interest with 100% of U.S. employees participating in investment profits. The Firm has over $3 billion in assets under management and expects strong continued growth based on its performance, distinctive investment approach and its diversified investor base of domestic and global institutions (including public pensions, corporate pensions, insurance companies, commercia

Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks, 401(k) plan with a 2% compa

Financial Representative Trainee - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 502872 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks, 401(k) plan with a 2% comp

Job Description Job Description Financial Advisor (Trainee) Strategic Fortune Wealth Management, Greater Los Angeles Apply IS A CAREER AS A FINANCIAL ADVISOR RIGHT FOR YOU? · Do you enjoy helping people? · Are you goal oriented and independent? · Are you competitive and leadership driven? · Would your peers say you are coachable? · Can you build trusting relationships with clients? · Are you tired of Corporate America? If you answered YES to any of these questions, the opportunity at Strategic Fortune Wealth Management may be for you. As a financial advisor at Strategic Fortune Wealth Management, you’ll have a business without limits. You’ll use your talents to your greatest potential. We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownershi

Job Description Job Description We are seeking a Financial Advisor Trainee to join our team! You will shadow a Certified Financial Planner to learn how to run a financial planning practice. Responsibilities: Writing Financial plan Making Trades Interacting with clients on a daily basis Qualifications: Training provided Ability to obtain Series 7, 66 Life and health licenses Excellent communication and marketing skills.