Note: The job is a remote job and is open to candidates in USA. ABG GROUP is offering an opportunity for individuals looking to embark on a rewarding career in financial services. As a Financial Professional Trainee, you will develop essential skills in financial planning and client relationship building while working closely with experienced professionals.
Responsibilities
- Educate clients on financial strategies and assist in planning for their financial futures
- Collaborate with a supportive team and work independently to achieve results
- Continuously learn and apply business and financial principles to enhance your financial IQ
- Build and maintain strong client relationships
- Learn how to build an agency utilizing our platform
- Assist in analyzing clients’ financial situations by gathering relevant data and documentation
- Support the development of personalized financial plans, including estate planning, tax strategies, and investment options
- Participate in client meetings to understand their needs and communicate tailored financial solutions
- Contribute to customer relationship management efforts by maintaining accurate client records and follow-up activities
Skills
- MUST HAVE CLEAN BACKGROUND/OPT OR F1/J1 CANNOT BE CONSIDERED
- MUST BE A US CITIZEN OR HAVE A US GREEN CARD
- You like people
- You are driven
- You want to get started NOW!
- You like to be challenged
- You are coachable
- You want to be in control of your financial destiny
- Customer Service
- Customer Relations
- Sales
- Retail
- Accounting
- Finance
- Banking
- Marketing
- Communications
- Managerial
- Leadership
- Entrepreneurial roles
Benefits
- Advancement
- Equity
- Bonuses
- Stock Options
- Profit Margins
- Paid Travel
Company Overview
A leadership development group that trains and develops world class licensed financial professionals across the country. It was founded in 2015, and is headquartered in NATIONWIDE (ALL 50 STATES), US, with a workforce of 201-500 employees. Its website is .