Financial Advisor Trainee

Position Summary

During the first 90 days of employment, the FA Trainee is expected to study, take and pass the Series 6, 63, 65, and Life and Health examinations required for the Financial Advisor position in Client Services. In-house training and certifications regarding computer and business partner website skills are also required to be completed during these 90 days.

 

Job Functions

 

· Use the initial 90 day probation period granted by First Command to prepare for full-time client contacts;

· Outstanding judgment in dealing with clients in problem-solving situations and other sensitive situations;

· Ability to work effectively in high-pressure situations such as complaints, difficult clients and extremely busy days;

· Ability to demonstrate maturity and dependability in responding to a client’s requests for service and the ability to acquire whatever information is needed to get the job done;

 

Requirements

 

· High School diploma or equivalent; some college preferred;

· Office experience and financial background a plus;

· Excellent verbal & written communication skills;

· Basic computer skills;

· Satisfactory credit and background history;

 

At First Command, your at-work quality of life is important to us! We offer a comprehensive benefit package, as well as an onsite state-of-the-art Fitness Center, concierge services, free fresh fruit, covered parking, monthly luncheons and much more! For more information, please visit our website at www.firstcommand.com.