APDP PCA Trainee

What you’d do

A 22-month training program for new advisors in advice-based wealth management. Participants study for and pass required licenses, then join an apprenticeship toward a Private Client Advisor role, working with clients who have $250,000 to $2 million in investable assets. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Bachelor's degree
• Study for and pass required licenses
• CFP courses begun or completed (preferred)
• Sales and financial planning with high-net-worth clients