At Catalyst Capital Consulting, we value our deep relationships with candidates who believe in integrity, accountability and growth.  Our recruiting process aligns your career and practice goals with the right opportunity. 

About the firm- located in Buffalo, NY

Our client believes that financial success requires a strategic and comprehensive plan, supported by a professional team of specialists. Their advisors provide comprehensive financial planning services with a compassionate, independent, and objective approach to achieving client goals. Strategies include wealth management, retirement income planning, risk management, and estate and legacy planning while maintaining strong client relationships.

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

• 3+ years of financial services experience
• Ability to build and maintain relationships
• Excellent written, oral and presentation skills
• State insurance license required.
• Bachelor’s degree or equivalent experience
• FINRA SIE, Series 6 or 7, and 65 or 66 registrations
• Series 24 and CFP® certification preferred but not required