Financial Advisor Trainee/Mentorship

FINANCIAL ADVISOR TRAINEE – Unique opportunity, excellent benefits, and tremendous upside with a GREAT company! This is the highly rewarding, upside opportunity you have been searching for…

StaffHigher Recruiting Services is seeking a tremendously driven, career minded individual with a focus on long term success. This is a one-of-a-kind mentorship opportunity with a Forbes’ Best-In-State wealth advisors recipient and a Top Workplace for the last three consecutive years (2020-2022.)

The ideal candidate should be Humble, Hungry, and Smart and ready to commit to a highly rewarding career opportunity.

This Mentorship Training Program is a two-year commitment in which the Financial Advisor Trainee will work under a senior level Financial Advisor to learn all aspects of the business including administrative, planning, practice management, prospecting and sales skills that are key success factors in the Financial Services Industry. Reporting to the Senior Level Advisor, the Financial Advisor Trainee works with integrity and confidentiality and provides excellent customer service to team members while demonstrating the company values and supporting the mission. Qualified candidates will be humble, servant-minded individuals that thrive in a team environment.

KEY SKILLS Financial Advisor Trainee will learn and develop the following competencies:

• Administrative skills – How to open accounts, facilitate paperwork, reporting, etc.
• Practice management skills – Completing meeting prep & follow up, as well as service items
• Business skills – Understand how production works, how to grow a practice
• Sales skills – Intro, close, how to answer common objections and get referrals
• Phone skills – Conducting cold/warm calls, reminder/event calls, and services calls
• Prospecting/marketing skills – Tracking leads, pipelines, COIs, gifts, events, content
• Financial planning skills – GPM, agendas, outlines, notes, tax strategies, etc.
• Develop meeting skills through shadowing, observing, co-running, and solo meetings (Expectation that solo meetings often do not start until around the 6–12-month mark, and mentee should graduate with at least 60 solo meetings complete.)

QUALIFICATIONS:

• Bachelor’s Degree in Finance or related field
• Knowledge of investment concepts, practices, products, financial markets and the securities industry.
• Experience in related technology, software planning tools and presentations.
• Proficient in MS Office Suite
• SIE required, Series 7 and 66 preferred or must complete within the first 3 months of employment
• Preferred CFP® designation earned within 2 years of employment

REWARDS:

• Great Benefits – Includes Health Insurance, Dental, Vision, 401K, 401k match, Life Insurance, Short-Term and Long-Term Disability.
• Industry leading training – retention rates well above industry average.
• Inspiring Leadership – Our leadership truly embodies the definition of servant leaders that inspires a work environment in which our teams can flourish that’s energetic, positive, uplifting, fun, and highly supportive.
• Team Engagement – You will build some genuinely special relationships and bonds throughout our team and partners. .
• High Performance – Our motto is “Humble. Hungry. Smart.” and that’s truly exemplified from the top down. Incentive trip opportunities each year.
• Continuing Education – Let us help you transform your career goals and educational accomplishments into opportunities and successes.
• Community Involvement – We’re passionate about supporting our community with each office choosing a charity/cause to champion.

Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference!

LOCATION & SCHEDULE Omaha, NE Monday – Friday, Days

* We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status