The future of our firm depends on a productive pipeline of talented, motivated and successful financial analysts. To help top people develop their skills and prepare for a financial services career at the highest level, we have created the Branch Analyst Program.
This highly competitive, two-year professional development program exposes participants to all crucial aspects of running a branch. You will participate in a rotation of four assignments in branch administration: Operations / Service, Risk / Compliance and Business Development.
Then, you will proceed to an 11-month placement in a branch, working alongside Financial Advisor teams. Branch Analysts will participate in a week-long orientation in our Westchester and New York offices where they will learn about the organization, products and strategic initiatives. They will also hear from senior leaders within the Firm as well as have the opportunity to meet their program peers.
- Participants must have a college degree, and have achieved a minimum GPA of 3.2
- In the first month after hire, each candidate will be required to pass both the Series 7 and Series 66 to continue in the program.
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