Wealth Management Advisor
Do you have a background as a student athlete or as a leader of a campus club/greek life organization? Have you thought about the idea of working for yourself while also helping businesses and individuals achieve financial freedom?
As a Wealth Management Advisor, you will work directly with real people and small businesses trying to pursue their ideas of financial freedom.
How will you get started? You will…
- Partner with senior advisors to assist with their lower-level clients.
- Develop and maintain long-term relationships with your own clients and clients of the firm.
- Provide financial planning solutions through fact finding and needs analyses.
What do you need to be successful?
- Coachable and being able to be pushed to the edge of your comfort zone.
- A dedicated work ethic: independent, self-motivated and goal oriented.
- Strong relationship building skills with a focus on putting people first.
We will help you by providing…
- Study material and sponsorship for SIE (Securities Industry Exam), Series 7 and Series 66
- Initial stipends to subsidize income.
- Plenty of opportunities for collaboration and mentorship from advisors 20+ years in the financial services business
- Cutting edge technology that makes doing business much easier.
- A team-based environment that sees collaboration as key to success.