Job Summary

• The Advisor Mastery Program offers comprehensive training combining distance learning, apprenticeship, and technical education to prepare candidates for success as Financial Advisors.
• Trainees are responsible for developing a book of business, managing full client relationships, and recommending suitable investment products based on client objectives and risk tolerance.
• The position includes eligibility for a benefits package covering medical, dental, vision, life insurance, retirement savings, and paid time off.

Matching Summary

Salary

Base salary or wages; Additional compensation (cash or equity), discretionary bonuses, or commissions; Benefits package including medical, dental, vision, life insurance, disability, retirement savings, and paid time off

Skills & Requirements

Key Requirements

• Bachelor's Degree preferred
• Minimum 3 years relevant sales experience
• Series 7 license required or obtainable within 4 months
• Series 66 license required or obtainable within 4 months
• SIE license required or obtainable within 4 months
• Life, Health, and Variable Annuity licenses required or obtainable within 6 months

Work Rights