Job Description
Join our elite Financial Advisor program and kickstart your career in wealth management! We're seeking motivated individuals in Durham, NC to join our paid training program designed to transform you into a financial planning expert. No experience required – we provide comprehensive mentorship, industry certifications, and client acquisition strategies. Our proven track record includes 85% of trainees achieving $100K+ within 18 months. Work alongside award-winning advisors while building your client portfolio in one of America's fastest-growing financial markets.
What we offer:
- 8-week intensive paid training program ($2,500/month stipend)
- Full Series 65 & 66 licensing preparation & reimbursement
- Continuous mentorship from top-producing advisors
- Guaranteed client pipeline during training period
- Health benefits, retirement plans, and performance bonuses
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, and estate planning
- Build and maintain strong client relationships through regular portfolio reviews
- Stay current on market trends, tax laws, and financial regulations
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Meet quarterly client acquisition and revenue targets
- Utilize CRM systems to track client interactions and financial data
- Participate in ongoing professional development and certification programs
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Self-motivated with entrepreneurial mindset
- Ability to pass FINRA Series 65/66 licensing exams
- Proficiency in financial planning software and CRM platforms
- Valid driver's license and reliable transportation for client meetings
- US citizenship or permanent residency required