Prospecting and networking to build client pipeline
Evaluating client financial needs and risk tolerance
Recommending suitable investment products and solutions
The Advisor Mastery Program offers comprehensive education combining technical and sales training for the next generation of advisors
Job Summary
The Advisor Mastery Program offers comprehensive education combining technical and sales training for the next generation of advisors.
Trainees will balance new client development, sales activities, and investment management while providing sound financial advice consistent with client objectives.
The role requires obtaining mandatory industry licenses such as Series 7 and Series 66 within four months of starting the program.
Matching Summary
The Advisor Mastery Program offers comprehensive education combining technical and sales training for the next generation of advisors.
Skills & Requirements
Must-have
Prospecting and networking to build client pipeline
Evaluating client financial needs and risk tolerance
Recommending suitable investment products and solutions
Managing full scope of client relationships
Obtaining mandatory industry licenses within timeframes
Nice-to-have
Resilience in handling rejection during prospecting
Ability to work in a fast-paced environment
Strong interpersonal communication skills
Persistence in face of obstacles
Community engagement and marketing abilities
Key Requirements
Bachelor's Degree preferred
Series 7 and Series 66 licenses required or obtainable within 4 months
Life, Health, and Variable Annuity licenses required or obtainable within 6 months
Minimum 3 years relevant sales or business experience