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Financial Advisor Development Program
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- Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
- Are an engaging and compelling communicator and negotiator.
- Are a Life-long student seeking continued education and professional development.
- Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
- The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company.
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