Base: $35.90 hourly; bonus/equity: not specified; ...
Client service support
Securities industry licenses
Operational excellence goals
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor
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.
This progression role is responsible for providing client service support to Financial Advisors (FAs).
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
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Salary
Base: $35.90 hourly; Bonus/Equity: Not specified; Benefits: Eligible
Skills & Requirements
Must-have
client service support
securities industry licenses
operational excellence goals
client advocacy
risk management
Microsoft Suite proficiency
Nice-to-have
entrepreneurial mindset
adapt to new technology
results-driven growth mindset
interpersonal and relationship building
Key Requirements
Obtain SIE, Series 7, and Series 66 Exams within 120 days
Bachelor’s degree and/or minimum one year work experience