You become a salesmen......not a financial professional - Avis employé Financial Advisor Trainee Waddell & Reed

This company is a marketing sales engine. Your not expected to know anything about finance at all. You're expected to pay for your licensing and build your client list out of thin air. Expect to preform high pressure talks to your family and friends and "centers of influence" then start cold calling people. Please know that this is a "sales job" with high pressure pitch tactics. Management only cares about your minimum sales figures and you'll get fired if you cant get accounts opened. Management focuses on getting new recruits. Your "sales script" and "elevator pitch" is proof enough that this position is not about finance, it's about getting sales and accounts, that's it. They look at you like a you're a used car sales man, because that what you have become.