WMX Group Holdings
Deerfield Beach , FL USA
WMX group holdings is an ISO certified holding company and is currently seeking both experienced Financial and Wealth Service Representatives and also individuals who are motivated and self-driven individuals to join & learn under our team of proven Licensed Wealth Professionals. In the position of Wealth Advisor Trainee you will have the opportunity to enroll in the Cambridge Institute of Technology and prepare for your Professional Licensing Exams (Series 63 and 65), while working with seasoned investment professionals to gain hands-on experience. Upon completion of the training program the right individuals will be in prime position to obtain a Managerial Position within the first 12 months.
As part of our team of specialists you will advise clients on financial plans utilizing knowledge of investment strategies, securities, insurance, pension plans, taxes, and real estate.
Duties include but not limited to assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. WMX Group Holdings professionals also provide consultant services in mergers and acquisitions, financings, transaction opinions and restructurings for companies worldwide. Guiding management teams and stakeholders through the transaction process, we leverage years of experience, judgment and analytical prowess to maximize value for our clients.
Required Skills/ Experience: - Bachelor’s Degree preferred - Series 63 & 65 Securities Licenses preferred
Exception: Unlicensed individuals will be guided to prepare for this licensing exam.
• Training ($500-$1000 per week)
• Advisor ($52,000 + per year) Upon Satisfactory Completion of Series 63 & 65 Courses, Licensing, & Training Program
||WMX Group Holdings
|Posting Company Type:
|First and Last Name:
||Banking / Financial
||10 Fairway Drive
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