WFA FA TRAINEE 1 Job in Westlake Village, California US
WFA FA TRAINEE 1
The Financial Advisor in Training participates in the Wells Fargo Advisors financial advisor training program on a full time basis. The Financial Advisor in Training will be fully trained and supported with the tools and resources to build an individual practice to serve as an advisor to clients, providing sound financial advice and counsel consistent with the clients goals and risk tolerance, and meet organizational revenue targets. Financial Advisors in Training must pass the Series 7 exam, the Series 66 (or combined 63 and 65), complete online training, participate in classroom training, pass Compliance exams on products and suitability, and complete the activity requirements of the program as preparation for becoming a full-time Financial Advisor. Successful participants will be sponsored to sit for industry licensing exams. After the full time structured training program has been successfully completed, team members will enter our FA Graduate Program and participate in the incentive compensation plan. The Wells Fargo Advisors Training program is a comprehensive development program offering those with an entrepreneurial spirit, and an interest in financial markets an opportunity to enhance and leverage strong client relationship building skills in connection with the provision of financial planning and investment advice to clients while meeting personal, professional, and organizational revenue goals. The objective is to train Financial Advisors for long-term success in the field of Full Service Retail Brokerage. Financial Advisors are responsible for finding new clients, building relationships and collaborating with peers and key stakeholders, creating investment plans and recommending investments for individuals, businesses and non-profit organizations and others. Basic Qualifications: 2+ years outside/inside sales or business development experience or 5+ years work experience in one or more of the following settings: entrepreneurial, office or U.S. military. Minimum Qualifications: Strong work ethic and strong drive to succeed; competitive, self-motivated and results-oriented. Demonstrated ability to develop and cultivate relationships. Proven ability to communicate both orally and in writing; proven organizational skills. Preferred Skills: Prior sales experience Prior business owner/entrepreneur Demonstrated interest in financial markets and investments Prior professional service career (Legal, Accounting, Education, U. S. Military) Active Series 6 or Series 7 2+ years proven experience building and maintaining professional relationships within the community/market (e.g. through memberships and active participation with community-based organizations in the targeted market) College or advanced degree