Job description
FINANCIAL ADVISOR TRAINEE-Top Employer/Great Benefits
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).
At SageSpring Wealth Partners, we build our relationships through trust and the heart of a teacher. Our 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, Life Insurance, Short-Term and Long-Term Disability.
- 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, 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.
- 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.
ABOUT US
This is an exciting opportunity to join SageSpring Wealth Partners, a
Forbes’ Best-In-State Wealth Advisors recipient,
Nashville Business Journal’s #1 Mid-Sized Business Culture – 2021, and one of the
Tennessean’s Top Workplaces for the last three consecutive years (2020-2022). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. 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
- Frisco, TX
- Monday - Friday, Days
- Please submit your application through this site. Please DO NOT call, email, or drop by to share your resume.
- No recruiter inquiries will be accepted.
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department.
SageSpring Wealth Partners
affirms our commitment to make reasonable accommodation for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.
SageSpring is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
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