Advisors Ahead
, Nationwide United States
Tuesday, December 12, 2017
$40,000 - $50,000
Pay Type: 

Each Resident will have a range of assignments providing a broad overview, introduction and foundation for success in the financial services business including:

• Rotation through the business units at the location to gain an understanding of the business approach and roles of different components of the business
• Orientation to the industry as well as well as the specific firm and the team employing the Resident
• Participate in the steps to prepare financial planning proposals for clients
• Perform market analysis to identify business development opportunities
• Work with assigned teams to assist with client acquisition opportunities
• Use your knowledge of social media tools to develop marketing strategies
• Observe operational and business meetings and client interactions with various team members
• Prepare and study to obtain Series 7 and 66 licenses and CFP designation

Experience/Skills Required
o Current College graduate, or graduating senior, with a BA/BS, or Masters, with coursework in Financial Planning, Business, Finance, Accounting or Economics
o A strong interest in personal financial planning and wealth management
o A passion to help people manage their financial futures
o A team player, with willingness to go above and beyond to deliver excellence
o Exceptional communication skills, both written and verbal
o PowerPoint, Excel and Word skills
o Complex and creative problem solving ability
o A 3.0+ Grade Point Average

Click on the link below to access the Resident job application: