Advisor Analyst Trainee - Spring 2027, Series 7/63

Redwood Investment Management, LLC; Scottsdale (AZ); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Redwood Investment Management, LLC is seeking Spring 2027 graduates to join an Advisor Analyst training program and earn Series 7 & 63 licenses. Successful candidates are self-starters, quick learners, and strong communicators in a culture that rewards success.

Responsibilities include uncovering advisors' needs, addressing challenges with insights, and collaborating across departments to leverage the RiskFirst process for better client outcomes.

Qualifications

• Open to Spring 2027 graduates who want to join an Advisor Analyst training program.
• Provide professional references.

Responsibilities

• Discover clients' business needs and build relationships with financial advisors.
• Address challenges facing advisors using Redwood resources and best practices.
• Serve as subject matter expert on the RiskFirst process and related initiatives.
• Collaborate with marketing, operations, portfolio managers, and analysts.

Skills

Communication skills

Relationship-building

Learning agility

Job description

Redwood Investment Management, LLC is seeking Spring 2027 graduates to join an Advisor Analyst training program and earn Series 7 & 63 licenses. Successful candidates are self-starters, quick learners, and strong communicators in a culture that rewards success.

Responsibilities include uncovering advisors' needs, addressing challenges with insights, and collaborating across departments to leverage the RiskFirst process for better client outcomes.