The Academy’s Advisor Development program is our holistic approach to the way we hire, train, and develop advisors. The program is designed to support individuals at all levels of career experience, providing an entry point into the organization and the resources to grow.
At its core, The Academy’s Advisor Development program is a structured curriculum with a high-touch training approach for all of our financial advisors. We will teach you key aspects of the advisor role while simultaneously offering on-the-job training and exposure to put your learning into action. The role of an advisor involves getting personal with clients about their financial needs and goals; the more exposure you have to this during your training, the more your work builds and grows. Participants in our programs continue to tell us about the value of client exposure and on-the-job training, so we ensure all of our advisor development offerings focus on this as much as possible.
In addition to on-the-job training and client exposure, you can also expect to develop close relationships with your peers in training, your mentors, and senior associates that you meet along the way. You will learn from industry leaders with decades of experience, and you will connect with your peers over week-long seminars and late-night studying. Everyone in our organization is committed to your success and willing to help you every step of the way.
Successful advisors are self-starters who thrive on relationship building. They play a key role in the lives of their clients, they help them with tough financial decisions, plan for the future, and pursue their dreams. We are committed to providing robust training and development for our financial advisors so they can provide the best service to their clients.