Wealth Management VEA Training Program

A bachelor’s degree with a proven track record of academic success.
Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe.
Strong written and verbal communication, client, and interpersonal skills.
Ability to learn quickly and adopt new technologies.
Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment.
Ability to balance multiple priorities under pressure and time constraints.
Authorization to work in the U.S. without durational restrictions.
Successful completion of background check and pre-employment assessments.

Set up and execute digital market strategies for FAs across multiple social media platforms and their website.
Curate marketing campaigns targeting segments of an FAs business to drive engagement.
Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients.
Leverage the Firm’s proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies.
Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner.
Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business.
Regularly participate in meetings with management to share best practices and areas of opportunity.