Advisor Analyst Trainee — Series 7/63 Prep

Redwood Investment Management, LLC; Scottsdale (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Redwood Investment Management, LLC in Scottsdale invites Spring 2027 graduates to join an Advisor Analyst training program. Participants will complete intensive training and obtain Series 7 & 63 securities licenses, setting a foundation for a career in investment advisory.

Candidates should be self-starters, quick learners, and excellent communicators who thrive in a collaborative, performance-driven culture.

Qualifications

• A financial degree is not necessary; strong drive and performance matter more.
• Interest in capital markets and professional drive is encouraged.
• Candidates should demonstrate academic performance and initiative.

Responsibilities

• Discover financial advisors’ business needs and build relationships.
• Address challenges using Redwood resources and thought leaders.
• Respond to inquiries as subject matter expert on the RiskFirst process.
• Engage clients to understand advisory needs and uncover opportunities.
• Collaborate with marketing, operations, PMs, and analysts across departments.
• Develop account intelligence and relationship management skills with data.
• Demonstrate exceptional listening and clear communication.
• Follow processes, meet deadlines, and work as a team player.

Skills

Communication

Relationship-building

Problem-solving

Curiosity

Team player

Active listening

Attention to detail

Organization

Education

No degree required

Job description

Redwood Investment Management, LLC in Scottsdale invites Spring 2027 graduates to join an Advisor Analyst training program. Participants will complete intensive training and obtain Series 7 & 63 securities licenses, setting a foundation for a career in investment advisory.

Candidates should be self-starters, quick learners, and excellent communicators who thrive in a collaborative, performance-driven culture.