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) and will begin by obtaining Securities Industry licenses.
You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
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.
Skills & Requirements
Must-have
client service support
securities industry licenses
client relationship management
sales role
computer technical literacy
Microsoft Suite proficiency
Nice-to-have
entrepreneurial mindset
results-driven growth mindset
interpersonal and relationship building
adapt to new technology
Key Requirements
Obtain SIE, Series 7, and Series 66 Exams within 120 days