Future Advisor Training Program

Equitable • Erie, PA

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 Professional, attending in-house training sessions regarding issues relevant to the industry, including compliance rules and regulations and product training, observing sales techniques to learn effective presentation skills, and supporting DSF/ESF for events and business tasks/run reports for Units of 401K’s and 403B’s/help with 403B increase mailer/help with approved prospecting mailings.

Requirements

• College students entering Junior or Senior year
• Ability to work up to 30 hours per week for a maximum of 10 weeks
• Business/Finance major or equivalent, as determined by the Executive Vice President in his/her sole discretion
• 3.0 or higher grade point average
• Desire to be in financial sales

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.
• Support DSF/ESF for events and business tasks.
• Run reports for Units of 401K’s and 403B’s.
• Assist with 403B increase mailer.
• Assist with approved prospecting mailings.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed