Financial Advisor Training Institute

About the role

The Financial Advisor Training Institute® is a 501(c)3 public charity dedicated to training 250,000 new professional Financial Advisors annually. Our mission is to bridge the gap in the demand for Financial Advisors and equip individuals with the skills and knowledge to succeed in this rewarding career.

Responsibilities

• Provide financial guidance to clients for compensation
• Help individuals and businesses reach their financial goals through advice on investments, insurance, retirement planning, estate planning, tax planning, and more
• Gain Series 7 exam sponsorship
• Connect with industry experts through online coursework from our CEO, Terry Lindner
• Prepare to meet and exceed industry standards in areas such as contact and prospect management, financial planning processes, retirement plans, estate planning, risk management, and insurance planning

Requirements

• Strong interest in finance and helping others achieve their financial goals
• Ability to work independently and manage time effectively
• Pass relevant certification exams, including Securities Industry Essentials, Series 7, and Series 66
• Self-motivated and able to adapt to a flexible schedule

Qualifications

• High school diploma or equivalent
• Pass relevant certification exams, including Securities Industry Essentials, Series 7, and Series 66
• Experience in finance or related fields is beneficial but not required

Skills

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Knowledge of financial planning principles, investment strategies, retirement planning, estate planning, tax planning, and insurance

Benefits

• Guaranteed job placement from one of our more than 50 financial broker dealers upon successful completion of the course and passing certification exams
• Opportunities to work in various financial channels such as independent firms, wirehouses, banks, insurance companies, and other financial channels

Pay

Compensation varies based on the financial firm and position, but typically ranges from $60,000 to $100,000 annually.

Schedule

The Financial Advisor Training Institute® offers flexible scheduling options to accommodate individual needs, allowing students to complete the 14-week course online at their own pace.