Future Advisor Training Program

Equitable • Falls Church, VA

1d • Onsite

About The Position

In this training program, participants will be offered the opportunity to learn about the financial services industry from the expertise of a Financial Professional who focuses on Wealth Management, Financial Protection products and strategies, and Estate Planning strategies. Participants will have the opportunity to be involved in a variety of activities: Learning how to prepare for meetings with clients and prospective clients, learning the importance of, and how to prepare, presentations to clients and prospective clients, learning how to research client portfolios and the importance of such research in the role of a Financial Professionals, attending in-house training sessions regarding issues relevant to the industry, including compliance rules and regulations and product training, and observing sales techniques to learn effective presentation skills. Participants will also be provided training to enhance their learning experience, leveraging a combination of ‘self-paced’, virtual, and branch training in the following categories: Selling Skills, Market Development, Product Knowledge, and Practice Management.

Requirements

• College students entering Junior or Senior year
• Ability to work up to 20 hours per week for a maximum of 8 weeks
• Business/Finance major or equivalent
• 3.0 or higher grade point average
• Desire to be in financial sales
• Actively involved in local community and exhibits leadership skills (e.g. fraternity/sorority involvement, sports teams, community service, campus clubs, associations, etc.)
• Must be driven, have an entrepreneurial spirit and be results-oriented
• Excellent oral and written communication skills

Responsibilities

• Prepare for meetings with clients and prospective clients.
• Prepare presentations to clients and prospective clients.
• Research client portfolios.
• Attend in-house training sessions regarding industry issues, compliance rules and regulations, and product training.
• Observe sales techniques to learn effective presentation skills.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level