We are looking for the best and the brightest to join our team. These are the kinds of individuals who will succeed at Taurus Financial:
We are in the industry of wealth management and financial advisory – if you are not sure whether you want to join these 2 industries, to help you make a better-informed decision, please carefully read the two articles below before you apply. These two articles cover Financial Advisor industry trend, career path, desired skillsets to progress, and compensation expectation.
How much Financial Advisors make
Financial Advisor Career Track Progression
We are looking for professionals who can thrive in a fast-paced environment, have attention to detail, strong communication skills, an entrepreneurial spirit and dedication. Able to apply your product knowledge and wealth management talents to deliver clients with individualized and comprehensive advice.
An intensive and rigorous training and development program will be provided. The candidate will start with Client Services role first and then rotate to different functional divisions, including Investment Management, Trading, Sales, Marketing, and Business Development. The program is broken out into three phases:
Phase 1:Three months intern/probation period. The candidate is expected to be able to perform daily operation tasks and have a good grasp of our business and products in three months to pass the probation.
Phase 2:Six months training period. The candidate is expected to be able to answer the majority of clients’ non-investment related questions, have a deep understanding of all financial products and instruments used in our clients’ accounts, use tax and planning software to prepare reports for financial planning meetings.
Phase 3:One-year final stage. The candidate is expected to pass series 7 and 66 exams, answer clients’ investment questions, and become a subject matter expert on at least one of the following fields: financial planning, trading and investment management, insurance, retirement plan and employee benefits.
Please submit your resume to email@example.com if you are interested.