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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. 


  • Outstanding communication skills 
  • Past record of success 
  • High-achievement drive 
  • Wide social network 
  • Commitment to continuing education 
  • Desire to positively impact and help others


  • 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 


  • 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