As an Advisor Development Program Financial Solutions Advisor, your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. You will be taught foundational skills needed to be an advisor, acquiring, building and managing client relationships, and guiding them with advice and solutions to help them live their best financial lives.
Requirements
Sets and accomplishes goals, achieving whatever you put your mind to.
Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
Communicates clearly and confidently with clients from all walks of life.
Works well with others and collaborates productively to get things done.
Can manage complexity, prioritize tasks and execute in a fast-paced environment.
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.
