A rewarding career for college graduates
Now more than ever, people need the help of a well-trained, experienced financial services representative who is qualified to help them address their short-term needs, capitalize on opportunities and meet their long-term goals. Demographics in the United States show that this trend will continue to accelerate in the decades to come. In fact, projections show that 237,0001 new advisors need to be added to the industry over the next decade to meet the brisk demand for financial guidance from consumers of all ages. *
As a Financial Services Representative with Barnum Financial Group, you’ll work with clients to help them find solutions to their financial challenges by recommending appropriate products and services. Working side-by-side with experienced professionals, you’ll be part of a team who will guide you as you learn the business. You’ll have access to a host of tools, resources, and training to develop and sharpen your skills.
Prospecting, networking and obtaining clients through various methods and strategies
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analyses
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Strong interpersonal skills
Presentation and organizational skills
Strong work ethic, self-motivated and goal-oriented
BA, BS, and/or graduate degree or equivalent work experience required
Barnum offers a unique development program, called AdvisorPro, which will give you an in-depth understanding of the capabilities, products, and services you need to have a successful career in financial services. From that base of knowledge, you will have the opportunity to select a specific strategic direction for your career path including obtaining industry designations that align with your focus. So, consider a career in a growth industry where you can get the satisfaction of helping people take the needed steps to enjoy a secure financial future.
AdvisorPro Training Program
The training is broken up into 2 years and is incorporated into the day to day when you first start as a Financial Services Representative.
Year One – Becoming a Generalist
3 days/week, 8-10 hours of classroom training
hands on, role play, learn products/services/broken up into modules
2- 15 week sessions (topics like business management, business marketing, financial planning, investments, risk management, etc)- taught by our specialists/experts.
Done via video conference in satellite offices, face to face in Shelton, CT (HQ)
Year Two – Becoming a Specialist
Segmented Training based on major chosen: 1x/week
1x1 with correlating specialist
Pick a major/specialty
Financial Planning: CFP