Financial Advisor Trainee
Remote / Online - Candidates ideally in
Mobile, Mobile County, Alabama, 36624, USA
Listed on 2026-01-27
Mobile, Mobile County, Alabama, 36624, USA
Listing for:
Eagle Strategies LLC/NYLIFE Securities
Full Time, Apprenticeship/Internship, Remote/Work from Home
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor, Financial Services -
Business
Financial Analyst, Financial Advisor
Job Description & How to Apply Below
Eagle Strategies LLC/NYLIFE Securities is an insurance company based out of Pensacola, Florida.
Role DescriptionThis is a full-time hybrid role for a Financial Advisor Trainee based in the Mobile Metropolitan Area or Pensacola Metropolitan Area. Some work from home is acceptable. The Financial Advisor Trainee will be responsible for financial planning, retirement planning, investment advice, and providing financial advisory services.
Qualifications- Financial Planning and Retirement Planning skills
- Finance and Investments knowledge
- Experience in providing Financial Advisory services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Bachelor's degree in Finance, Economics, or related field
- Industry certifications such as CFP (Certified Financial Planner) are a plus
- Leadership or Sales Experience Preferred
- Must reside in the Mobile Metropolitan area
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