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Financial Advisor

Wealth Management Trainee: Build Client Relationships

Job in Lexington, Fayette County, Kentucky, 40598, USA
Listing for: National Black MBA Association
Full Time, Apprenticeship/Internship position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm is seeking candidates for a Financial Advisor trainee position in Lexington, KY. The role involves client service, operations support, and teamwork with Financial Advisors. Successful candidates will need to obtain required licenses and SAFE Act registration, with a strong emphasis on relationship management and client satisfaction. Previous experience in financial services is beneficial. The position operates in an in-office environment with a 1st shift schedule, requiring 37.5 hours per week.
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