ABG GROUP · 4 weeks ago
Financial Advisor Trainee - Remote
United States
Contract
Remote
New Grad, Entry Level
$2,000/mo - $10,000/moABG GROUP is seeking a Financial Advisor Trainee to help individuals and families meet their financial challenges. This role involves developing foundational expertise in financial planning, investment management, and client relationship building while working closely with experienced professionals.
Financial Services
No H1B
Responsibilities
Educate clients on financial strategies and assist in planning for their financial futures
Collaborate with a supportive team and work independently to achieve results
Continuously learn and apply business and financial principles to enhance your financial IQ
Build and maintain strong client relationships
Learn how to build an agency utilizing our platform
Assist in analyzing clients’ financial situations by gathering relevant data and documentation
Support the development of personalized financial plans, including estate planning, tax strategies, and investment options
Participate in client meetings to understand their needs and communicate tailored financial solutions
Contribute to customer relationship management efforts by maintaining accurate client records and follow-up activities
Qualification
Required
MUST HAVE CLEAN BACKGROUND/OPT OR F1/J1 CANNOT BE CONSIDERED
MUST BE A US OR CANADIAN CITIZEN OR HAVE A US GREEN CARD
You like people
You like to be challenged
You are driven
You are coachable
You want to be in control of your financial destiny
Preferred
Customer Service
Customer Relations
Sales
Retail
Accounting
Finance
Banking
Marketing
Communications
Managerial
Leadership
Entrepreneurial roles
Benefits
Complete training
One on one mentorship
Advancement
Equity
Bonus
Stock option programs
Paid Travel
Company
ABG GROUP
A leadership development group that trains and develops world class licensed financial professionals across the country.
Founded in 2015NATIONWIDE (ALL 50 STATES), US
201-500 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase