Join The Industry
Interested in Becoming an Advisor?
About half of the Financial Advisors in the industry today are over the age of 50, meaning they are retiring or nearing retirement age. New Financial Advisors are needed to take their place.
MXT Associates has national connections with Insurance Firms, Financial Advising Firms and Certification Programs who are interested in helping you become an advisor. No degree or prior knowledge of the industry required.
What you need to know
As a Financial Advisor you will help your clients manage their money, save for retirement, invest, prepare for their children’s future, protect their assets, and more. It’s your job to come up with the best financial plan for each of your clients. Being a Financial Advisor is similar to a sales role; you have to sell yourself but also the right products and plans for your clients.
To become a Financial Advisor, you will need to become FINRA (Financial Industry Regulatory Authority) registered.
You must have the following licenses,:
SIE (Securities Industry Essentials)
Series 7
Series 66
Life and Health