The Financial Advisory program is open to experienced professionals with less than 3 years of experience in financial services who plan on taking the Series 65 and/or CFA/CPA exam(s).
We hire people who demonstrate an exceptional level of competency in both hard and soft skills. Emotional intelligence is equally important to working in this division as is mastering the tools of the craft. The ability to work effectively as a team member is as important as conducting independent activities. Ideally, candidates for this role exhibit a level of collaborative behavior within the team that allows for a quantity and quality of exchanged information, and an emphasis on joint decision making.