• At least 2 years of full-time work experience
• SIE, Series 7, and Series 6 licenses
• High level of integrity
• Exceptional listening and communication skills
• Strong interpersonal skills and high emotional intelligence
• Service orientation
• Entrepreneurial spirit and strong work ethic
• Organization skills
• Ability to work in a high pressure and fast paced environment
• Strong reasoning and analytical skills
• A desire to continuously learn and develop
• A basic understanding of the wealth management business
• Team player with ability to work independently