Receive and acknowledge wealth advisor hiring letter
Complete paperwork related to employment
Obtain office equipment and relevant software
Undergo company policies and compliance training
Meet team members and management
Understand client profiles and market segments
Undergo training on wealth management tools and platforms
Study financial products and services of the company
Prepare hypothetical investment strategies
Approval: Senior Advisor on investment strategies
Gain access to client relationship management systems
Attend coaching sessions with experienced wealth advisors
Learn about client onboarding and retention strategies
Approval: Compliance Officer on client interaction standards
Conduct a mock client meeting with managers
Approval: Manager on client interaction skills
Visit prospective and existing clients with a senior advisor
Complete self-study materials related to global finance and investments
Start managing a small client portfolio under supervision