Ideal Candidate Profile
Identifying and Cultivating Talent
We've long studied the traits and behaviors of successful advisors and have found that those individuals who exhibit the following skills are well-positioned to build successful and sustainable practices.
Attributes
- Outstanding communication skills
- Past record of success
- High-achievement drive
- Wide social network
- Commitment to continuing education
- Desire to positively impact and help others
Skills
- Strong-interpersonal relationship skills
- Emotional intelligence
- Strong presentation delivery
- Service-oriented
- Ability to develop trusting relationships
- Time management capabilities
- Basic computer knowledge
- Basic administrative abilities
Requirements
- Highest-level of integrity, ethics and trustworthiness
- Affinity for education and professional development
- Desire to help others achieve financial security
- Entrepreneurial-minded
- Self-disciplined and self-motivated
- Strong work ethic
- Team player
- Commitment to personal growth
- Coachable and teachable to new ideas and concepts
- Prior pattern of professional and academic success
- Have or will secure a series 6, or 7 and 63 as well as life, health and accident licenses
- Willingness to obtain certain recognized industry professional designations