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Recent Graduates in Finance/Economics - Salt Lake City, UT

Company: DISYS
Location: Salt Lake City
Posted on: June 12, 2021

Job Description:


The ideal candidate will have minimum Bachelors degree in Finance, Economics, or Business focused degree with strong analytical skills with extremely high attention to detail and accuracy. Someone willing to obtain Series 7 and Series 66 .


Position: Financial Advisor Trainee

Position Type: 3 months contract to perm

Location: Salt Lake City, UT


Hire Off Resume, no interviews

Start: 6/24


Qualifications:

  • Must have a minimum bachelors degree in Finance, Economics, or Business focused degree
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with extremely high attention to detail and accuracy
  • Strong and accurate data entry skills
  • Strong organizational, multi-task, and prioritizing skills


Job Description:

Selected candidates will be paid while studying to achieve their SIE, Series 7 and Series 66 over a period of 12 weeks.

Training materials and licensing expenses will be paid at no cost to selected candidates.

Candidates need the capability to explain complex concepts in a digestible manner.

As to be expected, excellent communication and interpersonal skills are a must for these positions .

Successful candidates will also have a strong drive to succeed and a passion for helping people.

Passing the tests to receive the Series 7 and Series 66 licensing will be necessary to continue the training and have the ability to be hired on permanently.



Job Requirements:

Passing the tests to receive the Series 7 and Series 66 licensing will be necessary to continue the training and have the ability to be hired on permanently.

  • The Financial Advisor role will have a focus on connecting with clients and helping them transition to the more modern digital platform of handling their portfolios online with the FAs assistance, where the FA will be able to help them to achieve their financial goals and answer questions they may have.
  • Books of business will be provided to the FA.
  • From conversations with the client, the FA will review existing portfolio holdings with the client and educating them on different investment platforms, recommending portfolio changes, and over all trying to align investment objectives with client financial goals.

Ongoing skill and knowledge development sessions will continue to be provided to gain a deeper understanding of the role of an Advisor, different investment products, and the financial industry as a whole. The FA will be able to utilize your management team, site coaches, learning & development partners, and external product vendors to grow and develop professionally as an Investing Financial Advisor.

After passing the tests is when successful candidates will be considered for internal positions there will of course be an internal interview as well.


Keywords: DISYS, Salt Lake City , Recent Graduates in Finance/Economics - Salt Lake City, UT, Other , Salt Lake City, Utah

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