WEALTH MANAGER TRAINEE

Job Title: Wealth Management Trainee Location: USA (REMOTE)/ Hybrid Type: Contract/Full-Time Salary: PT: $50k-$70K | FT: $100k+ Come join the New Heights Agency Team! Job Summary: We are looking for a driven and enthusiastic Wealth Management Trainee to join our team and embark on a rewarding career in financial planning and investment management. This entry-level position provides a structured training program to help you develop the skills, knowledge, and certifications needed to become a successful Financial Advisor. Key Responsibilities: • Participate in a comprehensive training program to gain knowledge of financial planning, investment strategies, and client management. • Assist experienced Financial Advisors in developing and implementing financial plans for clients. • Shadow senior team members during client consultations to learn effective communication and relationship-building techniques. • Study and prepare for required licensing exams. • Learn to identify and analyze clients financial needs and develop tailored recommendations. • Gain proficiency in financial tools and software used for portfolio analysis and reporting. • Assist with administrative tasks, including preparing client presentations and maintaining client records. • Build foundational knowledge of financial products, services, and compliance requirements. • Gradually take on responsibilities for prospecting and establishing relationships with potential clients under supervision. Qualifications: • No Degree Required, but preferred. • Strong interest in pursuing a career in wealth management. • Excellent interpersonal, communication, and presentation skills. • Eagerness to learn and adapt in a collaborative setting. • High level of integrity and professionalism. • Proficiency in Microsoft Office Suite and a life-long learner. • Coachable with a desire to grow. • Be able to pass background check. Additional Requirements: • Willingness to complete necessary licensing exams within a specified timeframe. • Commitment to continued professional development and obtaining industry-recognized certifications. Life License preferred. • Strong organizational and time-management skills. What We Offer: • Structured training program and mentorship by experienced professionals. • Support for obtaining required licenses and certifications. • Opportunities for career advancement within the company. • Competitive salary with potential for performance-based bonuses. Working Conditions: • Predominantly office-based with potential for remote work options after training. • May require occasional evening or weekend work to attend training sessions or assist with client meetings.