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15 hours ago
This entry-level position is designed for ambitious individuals who want to start a professional career in finance. With no prior experience required, you'll receive comprehensive training, mentorship, and access to tools that set you up for long-term success.
As a financial advisor trainee, you'll learn how to identify and connect with individuals and families in your network, have goal-based conversations to understand client needs, and help clients apply for customized life insurance coverage.
You'll receive step-by-step training in prospecting, client engagement, and closing, as well as sponsorship for life insurance licensing and securities exams. Commission-based compensation offers upside on earnings, and team bonuses, contests, and incentive trips are available.
With strong mentorship and career support, you'll be able to build long-term client relationships and grow into a full-service financial advisor.
- Develop skills in finance and insurance
- Learn the fundamentals of sales and client conversations
- Help clients achieve their financial objectives
- Grow into a fully registered financial advisor
This role requires occasional in-office presence, and candidates must be local to Houston, TX.
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