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Leadership Trainee
Job in
Amherst, Hampshire County, Massachusetts, 01002, USA
Listed on 2026-07-01
Listing for:
Catalyst Capital Consulting
Apprenticeship/Internship
position Listed on 2026-07-01
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
Leadership Trainee Opportunity
Are you a relationship-driven licensed financial advisor who has or wants leadership experience? Do you value comprehensive planning, collaboration, and opportunity for upward mobility? Are you growth-minded with the drive to help others?
Expand your practice leveraging in-house lead generation and cross-sell opportunities while accessing top tech like eMoney, Salesforce and Morningstar. Access to mentorship and formal mastermind groups will enhance your leadership skills. A part of a Leadership Trainee role is to attract, recruit and develop new and existing team members with the support of the Senior Leadership Team.
Requirements:
- 5+ years of financial services experience
- Ability to build and maintain relationships
- Excellent written, oral and presentation skills
- FINRA SIE, Series 6 or 7, and 65 or 66 registrations
- State insurance license required.
- Bachelor's degree or equivalent experience
- Series 24 and CFP® certification preferred but not required
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