Job Summary

• The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
• As an Advisor Development Program- Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits

Skills & Requirements

Key Requirements

• Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Minimum 1 year financial service/sales experience
• Minimum 1 year investment industry experience
• Proven ability to engage and influence
• Proven ability to assess needs and recommend solutions
• SAFE Act registration requirements

Work Rights