Future Advisor Training Program

EQH•San Diego, CA

2d•Onsite

About The Position

This training program offers participants the opportunity to learn about the financial services industry from the expertise of a Financial Professional who focuses on Wealth Management, Financial Protection products and strategies, and Estate Planning strategies. Participants will be involved in a variety of activities including preparing for client meetings, preparing presentations, researching client portfolios, attending in-house training sessions on industry-relevant topics like compliance and product knowledge, and observing sales techniques. The program utilizes a combination of self-paced, virtual, and branch training to enhance the learning experience in selling skills, market development, product knowledge, and practice management.

Requirements

College students entering Junior or Senior year
Ability to work up to 40 hours per week for a maximum of 12 weeks
Business/Finance major or equivalent, as determined by the Executive Vice President in his/her sole discretion
3.0 or higher grade point average
Desire to be in financial sales
Actively involved in local community and exhibits leadership skills (e.g. fraternity/sorority involvement, sports teams, community service, campus clubs, associations, etc.)
Must be driven, have an entrepreneurial spirit and be results-oriented
Excellent oral and written communication skills

Responsibilities

Learn how to prepare for meetings with clients and prospective clients
Learn the importance of, and how to prepare, presentations to clients and prospective clients
Learn how to research client portfolios and the importance of such research in the role of a Financial Professional
Attend in-house training sessions regarding issues relevant to the industry, including compliance rules and regulations and product training
Observe sales techniques to learn effective presentation skills