Training & Development

What Makes a Successful Smith Barney Financial Advisor?

• Competitiveness Through Competency
  We want you to succeed. That’s why you’ll participate
  in a range of professional-development programs.
  Our programs are customized to expand your skills,
  increase your investment knowledge and sharpen your
  competitive edge through greater competency and
  confidence in managing clients’ wealth.
  Here’s how the program works: In a sense, you’ll be going
  to school—on the job. Our 30-month training program
  begins on your first day at the branch, where you’ll
  work under the direction and guidance of the branch
  management team, which will serve as your coach,
  advocate and partner.
  
  
• Ongoing Learning
  You’ll find that professional training and development
  will continue well beyond your initial 30 months at Smith
  Barney. With our advanced professional-development
  courses in business-practice management and wealth
  management, we’ll help you focus on meeting ongoing
  business goals. Over time, as you reach specific career
  milestones and successfully complete the required
  training and examinations, you can earn advanced
  professional designations such as Certified Financial
  Planner™ (CFP®), Financial Planning Specialist and
  Chartered Financial Analyst (CFA).
  
  
• A Team Philosophy
  Because the combined skills and talents of a team can
  help you offer more comprehensive service to clients
  with complex needs, some of our Financial Advisors
  choose to take a team approach to their businesses.
  In fact, the team structure is often an effective magnet
  for wealthy clients, since high net worth households
  tend to have multifaceted financial situations and want
  one relationship that can address all those elements.
  Whether sole practitioner or team—we’ll support you
  with the necessary tools and resources every step of
  the way.