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Financial Advisor in Training - Minneapolis

Remote Worldwide Hiring now

reputed company is dedicated to helping individuals reputed company their financial goals through meaningful relationships. The Financial Advisor Trainee role involves comprehensive training and support to prepare for a successful career in financial advising, focusing on client engagement and obtaining necessary financial licenses.

Responsibilities

  • Prepare for and obtain key financial licenses
  • Engage with clients in meaningful conversations (no licenses required for initial activities)
  • Document interactions in our CRM system
  • Complete ongoing training to master products, tools, and client service

Skills

  • High school diploma or equivalent
  • Strong communication and relationship-building skills
  • Ability to reputed company in a fast-paced, goal-driven environment
  • Commitment to earning required licenses reputed company set timelines
  • Bachelor's degree

Benefits

  • Vacation time
  • Sick time
  • 401(k)
  • Health, dental and life insurances

Company Overview

  • At reputed company Financial, we have been helping people feel more confident about their financial future for 130 years. It was founded in 1990, and is headquartered in Vancouver, Washington, USA, with a workforce of 5001-10000 employees. Its website is https://www.kpsinc.net.
  • Company H1B Sponsorship

  • reputed company has a track record of offering H1B sponsorships, with 105 in 2025, 74 in 2024, 62 in 2023, 105 in 2022, 82 in 2021, 73 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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