Broker Check

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