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Financial Advisor Trainee

Wealth Growth Partners
Kansas City
Estimated Salary
USD 50.000 – USD 70.000
New
Live Update
18 September 2026
Deadline
18 Sep 2027

Job Description

Launch your finance career with no prior experience! Wealth Growth Partners seeks ambitious Financial Advisor Trainees in Kansas City. We provide comprehensive paid training, mentorship from industry experts, and a clear path to licensing (Series 7/66). Join our dynamic team helping clients build financial security while earning uncapped commission potential.

Responsibilities

  • Complete intensive 12-week financial advisor certification program
  • Learn client relationship management and financial planning fundamentals
  • Develop personalized investment strategies under senior advisor guidance
  • Conduct market research and financial product analysis
  • Build professional network through community outreach events
  • Track client portfolio performance and compliance documentation

Qualifications

  • No financial experience required – passion for learning is essential
  • Strong communication and interpersonal skills
  • Ability to pass FINRA licensing exams (training provided)
  • Goal-oriented mindset with drive for commission-based growth
  • Proficiency in Microsoft Office and CRM software
  • Valid driver's license and reliable transportation
  • U.S. work authorization required

Required Skills

Financial Planning Sales Customer Relationship Management Investment Strategies Compliance CRM Software Market Analysis

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