100% Advisor and Leadership Owned

Financial Advisor Development Program

Paid Full and Part-Time Positions Available


You’re looking to do well for yourself by doing good for others! 

Our 12-18 month training period will help you to understand the complexities and challenges of becoming an advisor and establishes a trajectory to embark on a career path to a Financial Advisor. You will have daily interaction with a team of Financial Advisors who run independent practices and will have opportunities to learn from them as you assist them with growing their practices.

We accommodate flexible schedules, but require at least 16 hours per week. You will be required to attend training, complete weekly reports, and be held accountable for your progress in the program.  

A potential full-time advisor career opportunity is possible (but not guaranteed) for associates who exceed expectations and exhibit the traits of successful advisors.  

A Track Record of Success

 

90.2% of new advisors that join MVP stay - compared to just 28% at other firms.

Source:  https://www.cerulli.com/press-releases/the-financial-advisor-industry-has-a-headcount-problem?utm_source=chatgpt.com

 

By year 3, new advisor income is almost double what they would be making at a different firm.

Source:  https://zoetalentsolutions.com/salary-of-a-financial-advisor/?utm_source=chatgpt.com

 

Trainee Daily Tasks


As a Financial Advisor Trainee, your daily tasks may include the following:

  • Setting appointments with existing clients and managing meeting logistics. 

  • Prepare client presentations - create agendas, review materials, illustrations, reports, etc.

  • Effectively use financial planning, retirement, and investment software for client meetings.

  • Assisting with preparations for client events such as seminars, benefit fairs, or client appreciation events

  • Onboard new clients by prepping marketing materials and account paperwork. 

  • Completing marketing projects for individual financial advisors.  
 
 


Am I a good fit for the Trainee Program?

  • You are entrepreneurial and have a desire to manage your own career trajectory. 
  • You are a self-starter that doesn’t need hand-holding, but you seek out, accept and appreciate training and coaching. 
  • You are outgoing, someone that cares about others and builds relationships and rapport easily. 
  • You have strong MS Office skills, and are a quick-study with computer programs you’re unfamiliar with.

Program Requirements

  • MVP prefers candidates that are in their 3rd or 4th year of undergraduate studies, or have completed their degree.  
  • Must be committed to the entrepreneurial career of a Financial Advisor  
  • Aptitude for financial concepts and products and how they work  
  • Demonstrated success in work and/or school 
  •  Strong computer skills
  Momentum Value Partners
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. Osaic Wealth Form CRS.

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This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, KS, KY, LA, MA, ME, MI, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA VT, WA, WI & WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.