Job Details

Financial Advisor Development Program

Job ID 1056

  • beverly hills, CA, 90035
  • Fulltime
  • 3 - 5 years experience
  • 40000 - 50000 Annual
  • 16/08/2017
  • Accounting, Finance
  • 1 of Openings
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Job description

Client specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Client's financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs.

Responsibilities

    • 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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