2027 Apprentice Financial Advisor Program

📋 Description

• Learn wealth planning techniques and strategies, delve into financial and estate planning, and
• Serve as a subject matter expert to Financial Advisors and ensure a vital member of the Planning
• Create Davidson-branded collateral on complex financial planning topics
• Participate in discovery and plan creation alongside the Wealth Planning Group and Davidson Private
• Serve as a member of the Financial Services Representative (FSR) Team, advising and guiding clients
• Visit and observe multiple branch locations to experience the Wealth Management business from

🎯 Requirements

• College graduate within the last three years with a bachelor's or master's degree
• OR a business professional with 1-3 years of financial services or transferable experience
• Desiring a career path that leads to uncapped compensation
• Seeking comprehensive Financial Advisor training
• Eager to leverage passion for helping others with curiosity in the financial services industry
• Team-oriented with excellent communication and interpersonal skills

🎁 Benefits

• Paid three-year developmental and informative program
• Ongoing coaching and mentorship
• Opportunities to learn from established Financial Advisors
• Receive FINRA SIE, Series 7, Series 66, and Insurance Licenses
• Choice between CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist® credentials
• Potential for uncapped compensation upon completion