Job Summary:
SageSpring Wealth Partners is seeing an eager Financial Advisor Apprentice to learn from our Financial Advisors, gain valuable skills and knowledge, and provide exceptional client care.
The Financial Advisor Apprentice must be committed to completing the two-year Apprenticeship Training Program under a senior level Advisor to learn the Financial Services Industry. This position requires the ability to work hard, study hard and be coachable throughout the program. This position will be responsible for learning all aspects of the business including administrative, planning, practice management, prospecting and sales skills that are key success factors in the Financial Services Industry. This position will report to the Senior Level Advisor. This position works with integrity and confidentiality and provides excellent customer service to team members while demonstrating the company values and supporting the mission.

Job Duties & Responsibilities:

Minimum Requirements:

Essential Mental Functions:

Physical Demands:

• Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
• #1 Culture – Join and grow in an award-winning culture where you’ll look forward to Monday.
• Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment.
• Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.
• High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down.
• Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
• Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department. SageSpring Wealth Partners affirms our commitment to make reasonable accommodation for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.