Financial Advisor Trainee
Eagle Strategies LLC/NYLIFE Securities, Mobile, Alabama, United States, 36624
Eagle Strategies LLC/NYLIFE Securities is an insurance company based out of Pensacola, Florida.
Role Description
This is a full-time hybrid role for a Financial Advisor Trainee based in the Mobile Metropolitan Area or Pensacola Metropolitan Area. Some work from home is acceptable. The Financial Advisor Trainee will be responsible for financial planning, retirement planning, investment advice, and providing financial advisory services. Qualifications
Financial Planning and Retirement Planning skills Finance and Investments knowledge Experience in providing Financial Advisory services Strong analytical and problem-solving skills Excellent communication and interpersonal skills Bachelor's degree in Finance, Economics, or related field Industry certifications such as CFP (Certified Financial Planner) are a plus Leadership or Sales Experience Preferred Must reside in the Mobile Metropolitan area
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This is a full-time hybrid role for a Financial Advisor Trainee based in the Mobile Metropolitan Area or Pensacola Metropolitan Area. Some work from home is acceptable. The Financial Advisor Trainee will be responsible for financial planning, retirement planning, investment advice, and providing financial advisory services. Qualifications
Financial Planning and Retirement Planning skills Finance and Investments knowledge Experience in providing Financial Advisory services Strong analytical and problem-solving skills Excellent communication and interpersonal skills Bachelor's degree in Finance, Economics, or related field Industry certifications such as CFP (Certified Financial Planner) are a plus Leadership or Sales Experience Preferred Must reside in the Mobile Metropolitan area
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