Job Description:
- Selected candidates will be paid while studying to achieve their SIE, Series 7, and Series 66 over a period of 12 weeks.
- Training materials and licensing expenses will be paid at no cost to selected candidates.
- Candidates need the capability to explain complex concepts in a digestible manner
- As to be expected, excellent communication and interpersonal skills are a must for these positions.
- Successful candidates will also have a strong drive to succeed and a passion for helping people.
Passing the tests to receive the Series 7 and Series 66 licensing will be necessary to continue the training and have the ability to be hired on permanently.
- The role will have a focus on connecting with clients and helping them transition to the more modern digital platform of handling their portfolios online with the advisor’s assistance, where the advisor will be able to help them to achieve their financial goals and answer questions they may have
- Books of business will be provided to the advisor.
- From conversations with the client, the advisor will review existing portfolio holdings with the client and educating them on different investment platforms, recommending portfolio changes, and over all trying to align investment objectives with client financial goals.
