The Hefren-Tillotson Associate Advisor Program is the opportunity we offer to entrepreneurially minded individuals who are interested in entering our noble profession and becoming a financial advisor. Upon completion of the program, the new advisor will have achieved the level of competency and professionalism in the areas of service, compliance, prospecting, financial planning, sales and marketing that we expect of our Financial Advisors.
During this 36-month apprenticeship, the Associate Advisor will work side-by-side with one of our experienced Financial Advisors and immerse themselves in our MASTERPLAN® process. Additionally, the Associate Advisor will be expected to earn the Series 7, Series 66 and Certified Financial Planner designation.
Once they have achieved their licenses, and with coaching from our best advisors, the Associate Advisor will be expected to begin the process of building their own practice. Upon successful completion of the program, the new Financial Advisor will have the experience, opportunity and foundation for success that only Hefren-Tillotson can offer.
The ideal candidate will have passed the Securities Industry Essentials (SIE or Essentials) Exam, have strong PC skills, and a relevant college degree or equivalent work experience. Candidates should appreciate the value of teamwork; be willing to leverage internal and external resources; be an excellent communicator, self-motivated and responsible.
For additional information, contact Ed Lettieri, Director of Business Development, at Ed.Lettieri@hefren.com or call 412-633-1504