THE JUNIOR ADVISOR PROGRAM
This position requires an initial 13-week training program, followed by ongoing mentorship and professional development to ensure your continued growth and success. Our program is a multifaceted training experience that equips new advisors with the fundamental skills and knowledge needed to serve clients effectively.
Program Purpose:
The goal is to provide a strong foundation in client communication, portfolio management, and financial planning, preparing you for a long-term career in wealth management.
Ideal Candidate:
We are seeking a proactive learner who is detail-oriented and committed to developing a long-term career with our firm. A recent graduate or an individual with 1-2 years of experience in a related field who is passionate about investment management is an ideal fit.
_edited.jpg)
KEY BENEFITS
Hands-on Training
Learn from the ground up by assisting senior advisors with client meetings, research, and portfolio management.
Direct Path to Success
Receive continuous performance feedback and a clear roadmap for career advancement within our firm.
Firm-Provided Support
We invest in your professional growth by providing access to our technology, training resources, and a collaborative team environment.
WHAT THE ROLE ENTAILS
_edited.png){kind=small}
Client Meeting Preparation
Assist in gathering data, preparing agendas, and creating compelling presentation materials for client meetings.
_edited.png){kind=small}
Data & System Management
Perform accurate data entry and maintain up-to-date client information within our Right Capital planning software and CRM.
_edited.png){kind=small}
Financial Research & Investment Analysis
Conduct thorough research on investment products, market trends, and financial planning strategies as directed by senior advisors.
_edited.png){kind=small}
Compliance & Administration
Help process client service requests, manage account transfers, and ensure all client documentation is completed and filed correctly.
_edited.png){kind=small}