Wealth Management Analyst Trainee
PrimeLending
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- Location
- Dallas, TX
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 22
- 2 days ago
Career path
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About the company
PrimeLending
Financial services · 1,001 to 5,000 employees
What you'll do
- Do real client and advisor work from day one
What you need
- Bachelor's degree required; Finance, Financial Planning, Economics or Accounting preferred.
- Strong interest in building a long-term career as a Wealth Advisor.
- Client-facing aptitude, with excellent verbal and written communication skills.
- Strong analytical, critical thinking and quantitative skills.
- Able to work extended hours, including evening and off-hours shifts, to support client coverage.
- Able to work on-site at the Dallas, TX headquarters. Candidates outside Texas must relocate to Dallas.
- Self-starter and quick learner who can follow a defined process and take coaching.
- Proficient in Microsoft Office and comfortable learning new technology platforms.
- Detail-oriented, with strong organizational and time management skills.
- Comfortable in a fast-paced, dynamic environment.
- Sound judgment, integrity and a customer-focused mindset.
- A defined, visible pathway to becoming a Wealth Advisor.
- Firm-sponsored Series 7, Series 66 and CFP® education.
- Structured classroom training from the leaders who run each discipline.
- Mentoring and sponsorship from an advisor or manager invested in your progress.
- Recognized milestones for licensing, training completion and CFP® progress.
- Early, meaningful client work and the chance to build your own book of business.
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Read the full posting here
HilltopSecurities is looking to hire five Wealth Management Specialist. This will be a twelve-month development program for people starting a long-term career as a Wealth Advisor. Associates join a centralized, licensed home office branch at our Dallas headquarters. They will do real client and advisor work from day one and are trained to become planning-led advisors.