Job Description
Join our award-winning team as a Financial Advisor Trainee in Lubbock, TX! We're seeking motivated individuals with a passion for finance to launch their career through our comprehensive paid training program. No prior experience required – just drive and ambition. Learn from industry experts while building your client portfolio and earning competitive commissions. Enjoy uncapped earning potential, flexible scheduling, and a supportive team environment. Your journey to financial success starts here!
Responsibilities
- Complete 12-week paid training program covering financial planning, investment strategies, and compliance
- Develop client relationships through personalized financial consultations
- Create tailored investment portfolios aligned with client goals
- Build and maintain a robust client referral network
- Stay current on financial regulations and market trends
- Meet performance benchmarks during training phase
- Collaborate with senior advisors for mentorship and support
Qualifications
- High school diploma or equivalent (college degree preferred)
- Strong communication and interpersonal skills
- Goal-oriented mindset with self-discipline
- Valid Texas securities license Series 63/66 or willingness to obtain
- Proficiency with CRM software and financial tools
- Ability to pass FINRA Series 7 exam during training
- Professional appearance and strong work ethic
- Pass background check and credit review