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Wealth Management Trainee: Launch Finance Career
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-01-06
Listing for:
TalentPro Recruiting
Apprenticeship/Internship
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A financial services firm in San Diego is seeking a driven Wealth Management Trainee to join their team. This entry-level position includes a structured training program targeting skills in financial planning and investment management. Responsibilities include participating in training, assisting experienced Financial Advisors, shadowing client consultations, and preparing for licensing exams. Ideal candidates exhibit strong communication skills and a keen interest in wealth management, with opportunities for career advancement and performance bonuses.
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