Job Details

Financial Advisor Development Program

Job ID 1029

  • Newport Beach, CA, 92603
  • Fulltime
  • 3 - 10 years experience
  • 39000 - 49000 Annual
  • 21/08/2017
  • Accounting, Finance
  • 1 of Openings
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Job description

Our client looking for the candidates having Series 7 and 66 licensed. The candidate having certification of Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) would be huge plus.


  • Experience

    Candidates for this role will have a history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers.  The ideal candidate has applicable sales experience or has worked in a professional or entrepreneurial setting. 


    Success Skills and Attributes

    The ideal candidate will bring to the role a broad network of contacts and relationships along with the ability to develop a strong sales pipeline through prospecting, telemarketing and relationship building skills.  Other success attributes candidates possess are:

    • Ability to influence people
    • Entrepreneurial and self motivated to succeed
    • Perseverance and resilience
    • Confident and engaging presence
    • Concise, inspiring communication
    • Client focus mentality
    • High professional standards and integrity
    • Education/Licenses
    • The ideal candidate will have at minimum a Bachelors degree.  The following licenses/designations are preferred:
    • Series 7 and 66  licensed - The PMD curriculum assists candidates from outside the wealth management industry to prepare for and complete licensing requirements for both
    • Chartered Financial Analyst (CFA)
    • Certified Financial Planner (CFP) 
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