For your reference, we have included the original job posting below.
Financial Advisor Trainee
Job Number:
43885904
Company Name:
Full Service Investment Bank
Job Location:
Pikeville, KY US
Job Category:
Accounting & Finance
Minimum Education:
4-Year College Degree
Financial Advisor Trainee
Job Description The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers. These client relationships are the base for your book of business. Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare reco...