What You’ll Actually Do:

• Learn how to build wealth plans that go beyond “just invest it.”

• Get trained in financial planning, tax basics, and smart money moves.

• Collaborate with senior advisors to create strategies that wow.

• Use tech tools to help streamline and track client goals.

• Grow fast and level up as you gain skills.

What You Bring:

• A love for learning and solving real-life puzzles (aka people’s money goals).

• Strong communication and people skills—you like talking with others and building trust.

• You’re curious about finance—even if your background is in something totally different.

• Organized, detail-friendly, and ready to take ownership.

• A bonus if you're good with numbers, Excel, or spreadsheets—but not required.

P.S. You don’t need to know everything. You just need to care, commit, and be ready to grow. We’ll handle the rest.