The Financial Advisor Trainee will learn the basics of the retail financial services industry and study for and pass registration examinations. A FA Trainee shall have a set time period within which to obtain the necessary registrations and graduate to an FA Associate. MAJOR RESPONSIBILITIES Attend in-house training sessions on various topics including, but not limited to, products and services, building a book of business, Janney systems, practice management and compliance Begin to develop a business plan Attend client meetings with Financial Advisors Perform clerical and administrative functions as directed by Financial Advisors At the direction and under the tutelage of Financial …
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