Advisor Development Program - Financial Solutions Advisor Trainee: Pecos Financial Center, Bilingual Spanish required
$60,008–$69,992 year
On-siteLas Vegas, Nevada, United States
Job Summary
Obtain Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated study time. Acquire foundational skills for managing client relationships and guiding complex financial solutions to help clients achieve life goals. Deliver core banking and investment solutions at a financial center while applying regulatory due diligence and creating long-term client strategies. Progress to building a portfolio of affluent and high net worth clients after demonstrating success as a licensed advisor. Maintain bilingual Spanish proficiency throughout the program. Complete required SAFE Act registration and background checks.
Required Qualifications
- Bilingual Spanish
- Displays confidence working in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
- Shift: 1st shift (United States of America)
- Hours Per Week: 40
- This position is subject to SAFE Act registration requirements
- Register with the federal registry system and remain in good standing
- Submit to the required SAFE Act background check and registration process
Desired Qualifications
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
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