Anthony Stephens, WealthWave
GA
Summary description:
We have a clear vision, a passionate mission, advanced systems, and strong platforms. Our slogan is 'to disrupt the financial industry so families can dream again. Our Mission, we see a world where everyone is financially literate and has access to the tools and support, they need to create a better life for themselves and their children.
Job description:
Analytical skills. In determining an investment portfolio for a client, personal financial advisors must be able to assess a range of information, including economic trends, regulatory changes, and the client’s comfort with risky decisions.Interpersonal skills. A major part of a personal financial advisor’s job is making clients feel comfortable. Advisors must establish trust with clients and respond well to their questions and concerns.Math skills. Personal financial advisors must be adept at working with numbers to determine the amount invested, how that amount has grown or decreased over time, and how a portfolio is distributed among different investments.Sales skills. To expand their base of clients, personal financial advisors must be convincing and persistent in selling their services.Speaking skills. Personal financial advisors interact with clients every day. They must explain complex financial concepts in a way that clients understand.
None.
Eligibility factors:
All Services
The most important qualities to win here is to be Coachable and willing to get out of your comfort zone.
Nationwide online program
This program runs nationwide and is delivered online, so there is no one state wage benchmark to show for it.
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Submit & track your application through CareerPCS · Marked active by DoW · last checked August 25, 2026Apply now