The Advisor Mastery Program offers a comprehensive education combining technical training and sales skills to position new advisors for success
Job Summary
The Advisor Mastery Program offers a comprehensive education combining technical training and sales skills to position new advisors for success.
Trainees will learn to build an individual practice by balancing client development, investment management, and compliance under the guidance of mentors.
The role requires obtaining mandatory industry licenses including Series 7, Series 66, and Life/Health/Variable Annuity certifications within specified timeframes.
Matching Summary
The Advisor Mastery Program offers a comprehensive education combining technical training and sales skills to position new advisors for success.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Prospecting and networking skills
Client relationship management
Investment product knowledge
Sales and business development
Compliance and regulatory adherence
Nice-to-have
Resilience in handling rejection
Community engagement initiatives
Effective oral and written communication
Ability to work in fast-paced environment
Team collaboration and mentorship
Key Requirements
Bachelor's degree preferred
Series 7 license required or obtainable within 4 months
Series 66 license required or obtainable within 4 months
Life, Health, and Variable Annuity license required or obtainable within 6 months
Minimum 3 years relevant sales experience preferred