Financial Advisor Resident Position
Advisors
Ahead is offering full-time Financial Advisor Resident positions in various cities across the US!
Click here to apply to be an Advisors Ahead Resident in cities nationwide!
Advisors Ahead is an exciting new firm connecting recent
graduates with financial services firms. We have launched
an innovative model to better prepare candidates to
succeed as Financial Advisors or Financial Planners.
Advisors Ahead prepares, trains and transitions you to
roles through our unique curriculum. The
professional
Resident Program is a full-time paid position in offices
U.S. Candidates will have the potential
across the
opportunity to move into permanent full-time positions at
their location
during or at the end of the one-year program.
The Resident
Program is a great start to your career with
the structured experiences combined with the training and
development content. Our Mentoring, Guidance and
Accountability system provides you the opportunity to
“learn by engaging with success” versus starting all on your
own!
Responsibilities
Each Resident will experience a range of assignments
providing an introduction for lasting success:
o Exposure to the various business functions to gain
an understanding of the different roles and
components of the business
o Orientation to the industry and to the specific firm o
Participate in the process of preparing financial
planning proposals for clients
o
Participation in the preparation for client meetings
and portfolio reviews
o Work with assigned teams to assist with client
acquisition opportunities
o Use your knowledge of social media tools to
develop marketing strategies
o Observe internal operational and business
meetings to learn the strategy and efforts in the
professions
o Prepare and study to obtain Series 7 and 66
licenses and potentially the CFP designation.
www.advisorsahead.com
212-682-2600
Structure of the Program
The Resident Program follows a comprehensive
experience guide to ensure both structure and professional
engagement. The program includes weekly assignments
and hands-on experiences. Each Resident will be provided
with a dedicated manager at the office location and will
participate in bi-weekly checkpoints with Advisors Ahead to
share information and to assess progress.
As an Advisors Ahead Resident you will work with a
dynamic group of financial professionals. You will have the
opportunity to gain hands-on experience in areas such as
financial planning, wealth management, marketing
strategies, business operations, portfolio analysis, client
acquisition and client management.
The Advisors Ahead Resident Program is intended to be
considered as work experience towards the CFP
designation and other professional programs.
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 Strong interest in personal financial planning and
wealth management
o 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
Advisors Ahead is an Equal Employment Opportunity and Affirmative Action
Employer.
©2015 by Advisors Ahead, LLC. All rights reserved. No p art of this document may be reproduced or transmitted in any form or by any means, without p rior written permission from Advisors Ahead.