**Job Overview:**
We are seeking an Associate Advisor Trainee to join our dynamic team. This position is ideal for individuals looking to kick-start their career in the financial services industry and learn how to colaborate with strategic partners in a Team Based Model setting. The position begins with a base pay at $2500/m and a 90 day training program with flexible hours. Although the hours are flexible, the motivation of the trainee to drive the training progam toward success is pivotal to a successful process. As an Advisor Trainee, you will receive comprehensive training and mentorship to develop your skills with unlimited potential to grow within the company. The Advisor trainee will be highly motivated to learn a non-traditional approach that focuses on the needs and priorities of high income, high net-worth indviduals, and successful business owners. This person will see the value of a training program that will help them develop a shared book of business with a Senior Advisor and potential of creating their own book of business. Shared revenue can be generated during the 90 day training program and beyond based upon implementation and success of the training program. This is not a life insurance, or financial products sales system. This is a Dynamic, Proactive Planning Process that takes a holistic and proactive approach to meeting the needs and priorities of the client.
**Responsibilities:**
- Begin on-demand virtual training program at your own schedule.
- Training and development with our Client Service Experience, Asset Map Software, Money Guide Pro Software, CRM Training and development.
- Scheduling meetings with clients and accountant partners and learning the Team Based Model, through live, interactive meetings with clients and a senior advisor.
- Participating in weekly training meetings.
- Become proficient in the Team-Based Model, our Virtual Family Office, and learn how to colaborate and implement the model with Strategic partners and clients.
- Administrative responsibilities would be included to support the training process and the Senior advisor. These administrative responsibilities would include scheduling meetings, preparing for meetings, meeting follow-up and communication. Implementing CRM, lead generation programs, financial software data input, and ensuring that the Client Service Experience is upheld.
**Experience:**
- Previous experience in sales or customer service preferred.
- Life Insurance License is a plus, but is not mandatory.
- Securities Licenses are a plus, but not mandatory.
- This is primarily a virtual position, but being local to our Yucuaipa, CA office and the ability to work in a hybrid position would be helpful.
- Computer proficiency is required with the ability to learn new software programs is mandatory.
This Associate Advisor Trainee position offers a unique opportunity to gain valuable experience in the financial services industry, develop essential skills, and advance your career through mentorship. If you are enthusiastic, highly motivated, and passionate about developing relationships, we invite you to apply.
Job Type: Part-time
Pay: $30,000.00 - $100,000.00 per year
Expected hours: 10 – 40 per week
Benefits:
Shift:
Weekly day range:
Education:
Experience:
- Customer service: 3 years (Required)
License/Certification:
- Life Insurance License (Preferred)
Work Location: Remote