The Advisor Mastery Program offers comprehensive education combining technical and sales skills to position new Advisors for success
Job Summary
The Advisor Mastery Program offers comprehensive education combining technical and sales skills to position new Advisors for success.
Trainees will balance client development, sales activities, investment management, and compliance while building an individual practice under mentorship.
Candidates must obtain mandatory industry licenses including Series 7, Series 66, and Life/Health/Variable Annuity within specified timeframes.
Matching Summary
The Advisor Mastery Program offers comprehensive education combining technical and sales skills to position new Advisors for success.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Prospecting and networking for new clients
Building individual financial practice
Managing full scope of client relationships
Obtaining Series 7 and Series 66 licenses
Adhering to compliance guidelines and regulations
Nice-to-have
Resilience in handling rejection during prospecting
Effective communication with organizational levels
Ability to work in fast-paced environment
Persistence in face of obstacles
Community engagement and niche development
Key Requirements
Bachelor's Degree preferred
Series 7 license required or obtainable within 4 months
Series 66 license required or obtainable within 4 months
SIE exam required unless exempted
3 years relevant sales experience preferred
Life, Health, and Variable Annuity certification within 6 months