- Be in at least the second year of a bachelor's program in financial planning, finance, accounting, or business administration.
- Relationship-Building and networking skills.
- Desire to positively impact clients’ lives.
- Ability to work well in a team environment.
- Highly motivated and competitive.
- Excellent communication skills.
- Independent with entrepreneurial spirit.
- Self-Confidence and leadership skills.
- Strong interest in financial and tax planning
At least the second year of a bachelor's program in financial planningfinanceaccountingor business administrationExcellent communication skillsAbility to work well in a team environmentRelationship-building and networking skillsIndependent with an entrepreneurial spiritSelf-confidence and leadership skillsStrong interest in financial and tax planning
