Undergraduate Investment Sales Development Program

Role Overview

• Consulting with financial advisor clients via phone and video conference
• Providing valuable market insights, investment product overviews, and portfolio construction ideas
• Building consultative selling skills and foundational knowledge of the financial industry
• Working with intermediary clients to influence the sale of investment products
• Participating in a multi-year career development program with phases focusing on licensing, client engagement, and territory ownership

Requirements

• Bachelor’s degree
• Commitment to growing your technical knowledge of the financial industry
• Passion for capital markets and investment products
• Aptitude and dedication for continuous learning and self-improvement
• Team player, confident, and self-motivated
• Excellent communicator, excited to engage clients

Benefits

• Competitive salary
• Professional development opportunities
• Opportunities for merit-based promotions
• Health and wellness programs