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(a) PCA Trainee
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Full-time
- The Private Client Trainee is a short term role designed to fast track licensing individuals who have a passion and desire to become a Private Client Advisor but do not currently hold all required licenses.
- After successfully achieving licenses, individual will be placed into a PCA role, The PC Trainee must be able to meet the requirements as outlined in this job description.
- The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts.
- At completion of the trainee program must hold FINRA Series 7 and 66 (or 63 & 65); state Life & Health Insurance License.
- Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
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