Financial Advisor Trainee- San Diego, CA

26349 views since posting on Wednesday, March 23, 2011
Type: Full Time
The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers. These client relationships are the base for your book of business. Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products such as stocks, bonds, options, mutual funds and annuities.

Qualifications:

* Must possess 3 or more years of sales experience with a proven record of exceeding goals
* Outbound sales experiences required


For details, please find job posting:

www.investmentbankcareer.com/iba....php

Posted by Anonymous

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