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Workplace Wealth Advisor Program - July
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Full-time
- Are you an aspiring Financial Advisor who wants the training & support to jumpstart your wealth management career?
- acquire your Series 7 & Series 66 FINRA Licenses
- complete your corporate stock benefit consultant designation & build expertise in equity compensation to help participants get the most out of there awards and make more informed financial decisions
- obtain your Certified Financial Planner (CFP) designation, the standard of excellence in financial planning, as part of our tuition reimbursement program
- educate participants on their equity compensation awards including stock options, ISOs and NSOs, restricted stock, restricted stock units, stock appreciation rights, and Employee Stock Purchase Plans
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