While you will need tenacity to succeed, you don’t necessarily need a background in financial services.
Some of our most successful Wealth Advisors began their careers in other professions including:
- Attorneys
- Medical Doctors
- Real Estate Agents
- Entrepreneurs
- Pharmaceutical Representatives
- Account Managers
Equipping You To Succeed
Our Associate Wealth Advisor training program offers independence, competitive compensation and robust training and ongoing education.
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Independence
From day one, you create your own strategic business plan to chart your course for your practice. As an Associate Wealth Advisor, you run your own business, with the support of a family of experts and a firm with a history of over 160 years. -
Competitive Compensation
We offer our Associate Wealth Advisors full benefits and trainee pay with eligibility to earn commissions through our competitive “Trainee grid” model. -
Mentorship and Collaboration
Gain experience and guidance from successful, experienced Wealth Advisors in your branch and take advantage of the decades of knowledge and expertise at your fingertips. You’ll also experience direct access to home office resources, including senior management and subject matter experts in Financial Planning, Trust and Estate Planning, and Wealth Solutions. -
Training and Education
We are committed to providing the highest level of support to our Wealth Advisors and Associate Wealth Advisors because we believe in their success. This is why we’ve developed an effective training model to help you grow and develop your skills and practice, which includes:- Paid time to complete securities licensing
- Extensive Home-Office training
- Ongoing one-on-one coaching
- Various opportunities to enhance specific skills and obtain additional licenses and certifications