Finance Intern Job at Dexian, Salt Lake City, UT

b0hraVVNY1l6cVNNYnllRUE5STRzSmhqZ3c9PQ==
  • Dexian
  • Salt Lake City, UT

Job Description

Job Title: License Trainee (SIE, Series 7, Series 63 - Paid Study Program)

Location: Salt Lake City Utah 84116 (Onsite - 5 days per week, 40 hours per week)

Duration: 3 months contract to hire (after passing the required tests)

Hours : M-F, 8am-5pm

Job Description:

  • This role is for someone who is a recent graduate or holds a Bachelors degree in Finance, Accounting, Economics, Mathematics or Business Administration.
  • Someone looking to start their career in Financial Service.
  • The role will have a focus on connecting with clients and helping them transition to the more modern digital platform of handling their portfolios online with the advisor’s assistance, where the advisor will be able to help them to achieve their financial goals and answer questions they may have
  • Books of business will be provided to the advisor.
  • From conversations with the client, the advisor will review existing portfolio holdings with the client and educating them on different investment platforms, recommending portfolio changes, and over all trying to align investment objectives with client financial goals.
  • Ongoing skill and knowledge development sessions will continue to be provided to gain a deeper understanding of the role, different investment products, and the financial industry as a whole. The advisor will be able to utilize your management team, site coaches, learning & development partners, and external product vendors to grow and develop professionally.
  • After passing the tests is when successful candidates will be considered for internal positions – there will of course be an internal interview as well.

Additional Details:

  • Selected candidates will be paid while studying to achieve their SIE, Series 7, and Series 66 over a period of 12 weeks.
  • Training materials and licensing expenses will be paid at no cost to selected candidates.
  • Candidates need the capability to explain complex concepts in a digestible manner
  • As to be expected, excellent communication and interpersonal skills are a must for these positions.
  • Successful candidates will also have a strong drive to succeed and a passion for helping people.
  • Passing the tests to receive the Series 7 and Series 66 licensing will be necessary to continue the training and have the ability to be hired on permanently.

Job Tags

Contract work, Traineeship,

Similar Jobs

Amazon Services Inc

warehouse Job at Amazon Services Inc

Amazon warehouse hiring in your area. If you are looking for outstanding pay, flexible part-time, full-time and seasonal schedules, plus benefits for you and your family, the Amazon Logistics Team has you covered! Qualifications, High School or equivalent diploma,Experience... 

The Judge Group

Technical Recruiter Job at The Judge Group

 ...Job Title: Technical Recruiter Location: Omaha, NE - 5 Days Onsite and local candidates only Team: Talent Acquisition Job Type: 6 Months Contract to start No C2C Candidates at this time About the Role Were looking for a driven and strategic Technical... 

Adams Memorial Hospital

CNA Job at Adams Memorial Hospital

The Certified Nursing Assistant (CNA) provides daily resident care that is person-centered by customizing care as much as possible based...  ...Shift 7:00 am - 3:00 pm Saturday and Sunday Every Other Weekend Valid CNA license in the State of Indiana BLS/CPR... 

Marvin

Brand Promoter Job at Marvin

Job Overview: Ready to launch a new career in sales? Looking to bring your experience to a high-growth team? Or maybe you're seeking a flexible, part-time role with serious earning potential? This position is built for all of the above. At Marvin, your performance...

Rochester's Cornerstone Group, Ltd.

Leasing Agent, Affordable Housing Job at Rochester's Cornerstone Group, Ltd.

 ...birthdays! We're looking for a motivated, dependable, and disciplined individual to join our team! Leasing Agent Compensation: $19 - $22/hour (based on experience) Full-time, 32 hours/week Summary: The Leasing Agent is responsible for leasing units and...