• Job Description

  Req#: 455204

  Financial Advisor Trainee

  Summary:

  As a Financial Advisor Trainee, you will be partnered with an established Financial Advisor, or team of Advisors, and offered a comprehensive training program to provide you with the skills and knowledge necessary to help you continue the legacy of a Benjamin F. Edwards Financial Advisor. The training program offers elements to study and obtain the necessary licenses (Series 7 & 66) as well as insurance license to sell the products and services the firm offers at your disposal through a planning centric approach. In addition, core products and services will be taught through a combination of self-study, hands on case studies, as well as role play and speaking with department heads.

  As you learn the industry, and what it takes to provide a level of “White Glove” service to the clients you will serve, you will be set on the path to becoming a successful Financial Advisor. By carefully balancing new client development, business and marketing planning, sales strategies and daily activities, investment management, client service and building your confidence and knowledge. As your skills and knowledge progress, you will begin collaborating with existing clients to provide personalized financial advice and counsel consistent with the client’s financial goals and objectives. This program is designed to support your long-term development and prepare you to join an existing partnership, or to begin your career as a standalone Advisor.

  Essential Duties & Responsibilities :

  • Creation of a business plan to guide you on your journey in developing your book of business, with timelines and goals for acquiring assets under management.
  • Meet or exceed production guidelines.
  • Develop a client pipeline by prospecting, networking, engaging within the community, and defining you niche.
  • Listen to the client and present the most suitable financial solutions for the clients stated needs and goals.
  • Seek guidance and counsel of fellow Advisors or Home Office personnel to identify the best investment advice for the client.
  • Maintain the appropriate records for all client activity, while monitoring the client’s portfolio.

  Qualifications :

  • Exemplary attention to detail
  • Excellent critical thinking skills
  • Excellent oral and written communication skills
  • Ability to excel in a fast-paced, changing environment
  • Excellent interpersonal skills and ability to be highly relational with clients and staff
  • Ability to multi-task and manage multiple priorities
  • A self-starter who is assertive, independent, and a global thinker

  Education and/or Work Experience

  
  

  • College degree preferred (Business, Finance, Sales or Marketing)
  • Prior sales or industry related work experience preferred
  • Understanding of the financial planning process preferred

  Licenses and Registration:

  • Obtain Series 7 and Series 63/65/66 licensing within the parameters of a customized and outlined training plan.

  About Benjamin F. Edwards & Co.

  If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $30 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

  We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

  We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

  We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

  Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer.

  #LI-DNI

• About the company

  Dynamic B-D with premier products and services offering a home to reps dedicated to putting clients first & the empowerment to serve them without conflict.

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