Latest news with #SecuritiesIndustryEssentials
Yahoo
3 days ago
- Business
- Yahoo
Signature Wealth Kicks Off Summer Internship Program to Cultivate the Next Generation of Financial Advisors
PAWLEYS ISLAND, S.C., June 11, 2025 /PRNewswire/ -- Signature Wealth Group, a forward-looking, multigenerational wealth-management practice, announced today the start of its 2025 Summer Internship Program. The initiative brings four rising college seniors, each majoring in finance, to the firm's Pawleys Island office for an immersive, eight-week experience designed to expand the talent pipeline and proactively address the advisor shortage facing the financial services industry. "The industry is staring down a demographic cliff as veteran advisors retire," said Chip Munn, CEO of Signature Wealth. "By investing early in bright, values-aligned students, we ensure Signature Wealth and the clients we serve have a deep bench of future advisors who understand both modern planning tools and the human side of money." A Comprehensive, Hands-On CurriculumUnder the leadership of firm partner John Chidwick, interns will rotate through core areas of a contemporary advisory practice, including: Financial-planning software and portfolio-construction tools Behavioral-finance frameworks for client decision-making Compliance fundamentals and industry best practices To round out their experience, interns will receive: Leadership & professional-development sessions covering team structure, time management, and client communication Investment-analysis workshops focused on both fundamental and technical approaches Guest presentations from Signature advisors, strategic partners, and valued vendors 2025 Intern CohortWill Mitchell, from Furman University Johnny Chidwick, from the University of Tennessee Mason Brugh from Ohio University Hampton Munn from Clemson University Each participant will work to prepare for and have the opportunity to sit for the Securities Industry Essentials (SIE) exam, completing one of the three core licensing requirements before graduation. "Our goal is two-fold," explained John Chidwick, Partner. "First, give students an authentic look at what it means to guide families through life's financial crossroads. Second, equip them with tangible credentials and confidence so they enter the workforce a step ahead." About Signature WealthSignature Wealth is an independent wealth-management group headquartered in Florence, SC, with offices across the Southeast. Serving multigenerational, high-net-worth families and business owners, the group delivers comprehensive wealth planning that integrates investment management, tax strategy, and legacy design. By cultivating emerging talent and embracing innovative technology, Signature Wealth positions itself and its clients for sustained success in a rapidly changing advisory landscape. Learn more at For media inquiries, contact Bobbie Adkins, CMO: bobbie@ 159 Library Lane, Pawleys Island, SC 29585 | (843) 519-1100 | Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC, marketed as Signature Wealth. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Signature Wealth is separately owned and operated and not independently registered as a broker-dealer or investment adviser. View original content to download multimedia: SOURCE Signature Wealth Group
Yahoo
3 days ago
- Business
- Yahoo
Signature Wealth Kicks Off Summer Internship Program to Cultivate the Next Generation of Financial Advisors
PAWLEYS ISLAND, S.C., June 11, 2025 /PRNewswire/ -- Signature Wealth Group, a forward-looking, multigenerational wealth-management practice, announced today the start of its 2025 Summer Internship Program. The initiative brings four rising college seniors, each majoring in finance, to the firm's Pawleys Island office for an immersive, eight-week experience designed to expand the talent pipeline and proactively address the advisor shortage facing the financial services industry. "The industry is staring down a demographic cliff as veteran advisors retire," said Chip Munn, CEO of Signature Wealth. "By investing early in bright, values-aligned students, we ensure Signature Wealth and the clients we serve have a deep bench of future advisors who understand both modern planning tools and the human side of money." A Comprehensive, Hands-On CurriculumUnder the leadership of firm partner John Chidwick, interns will rotate through core areas of a contemporary advisory practice, including: Financial-planning software and portfolio-construction tools Behavioral-finance frameworks for client decision-making Compliance fundamentals and industry best practices To round out their experience, interns will receive: Leadership & professional-development sessions covering team structure, time management, and client communication Investment-analysis workshops focused on both fundamental and technical approaches Guest presentations from Signature advisors, strategic partners, and valued vendors 2025 Intern CohortWill Mitchell, from Furman University Johnny Chidwick, from the University of Tennessee Mason Brugh from Ohio University Hampton Munn from Clemson University Each participant will work to prepare for and have the opportunity to sit for the Securities Industry Essentials (SIE) exam, completing one of the three core licensing requirements before graduation. "Our goal is two-fold," explained John Chidwick, Partner. "First, give students an authentic look at what it means to guide families through life's financial crossroads. Second, equip them with tangible credentials and confidence so they enter the workforce a step ahead." About Signature WealthSignature Wealth is an independent wealth-management group headquartered in Florence, SC, with offices across the Southeast. Serving multigenerational, high-net-worth families and business owners, the group delivers comprehensive wealth planning that integrates investment management, tax strategy, and legacy design. By cultivating emerging talent and embracing innovative technology, Signature Wealth positions itself and its clients for sustained success in a rapidly changing advisory landscape. Learn more at For media inquiries, contact Bobbie Adkins, CMO: bobbie@ 159 Library Lane, Pawleys Island, SC 29585 | (843) 519-1100 | Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC, marketed as Signature Wealth. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Signature Wealth is separately owned and operated and not independently registered as a broker-dealer or investment adviser. View original content to download multimedia: SOURCE Signature Wealth Group Sign in to access your portfolio
Miami Herald
4 days ago
- Business
- Miami Herald
By Taking A.D. Banker's SIE Exam Prep, Recent Graduates and Aspiring Finance Professionals Stand Out in Job Hunt
SIE exam completion prepares candidates, reduces hiring risks and accelerates onboarding for administrators, making them more desirable OVERLAND PARK, KANSAS / ACCESS Newswire / June 10, 2025 / For all recent college graduates or new career switchers, taking the Securities Industry Essentials (SIE) Online Course and then passing the SIE exam, is a huge resume builder and makes the candidate much more desirable (and likely to be hired) from the perspective of a financial organization. As A.D. Banker, an online education company for FINRA Securities courses and insurance prelicensing explains, it's one less exam to take once employed and it shows the candidate can pass a financial industry exam, shortening their onboarding process and the time licensing and compliance managers spend vetting a new candidate for their organization. For those trying to prove that they are a strong candidate, pairing the SIE course with the Introduction to Securities and Financial Services course from A.D. Banker, helps create an assessment for individuals and companies around aptitude to pass additional FINRA exams. "As life goes on, there is always going to be some 'thing' that comes up, that will not change. What does change, that I did not realize, is the skill of studying and how it slowly does go away as the years go on. You are in a good rhythm soon after graduation, take advantage of it, don't lose it, and get your SIE done now." - Brady, from Minnesota, actual A.D. Banker student. Who should take these courses? A.D. Banker's Introduction to Securities and Financial Services program can be taken by anyone interested in entering the financial services industry. This course teaches the basic principles of the securities market and its history and is especially useful for individuals with no previous finance experience. The SIE online course by A.D. Banker is designed to ensure students pass their state exam on the first attempt. Usually, the SIE online course is taken by anyone interested in a finance or securities career. Additional coursework and testing thereafter has to be sponsored by the hiring finance entity; therefore, taking SIE in advance of job hunting, gives candidates a leg up in the interview process. Both courses utilize the same tried-and-true methods as A.D. Banker's other courses: accessibility, multisensory learning, and an instructional design that increases learner engagement and understanding. About A.D. BankerFor more than 44 years, insurance and securities pre-licensing candidates have trusted A.D. Banker to provide them with the information needed to pass insurance and FINRA licensing exams. Courses are cross-referenced with the exam content outline to assure candidates receive what they need to know to produce outstanding results for Life & Health, Property & Casualty, Adjuster, and Securities exams. Content is presented through multiple, specialized modes of learning, online multimedia courses, and live webinars. As students progress through the material, the customer care team provides friendly, responsive support to make the road to licensing easier. Once licensed, producers can meet their continuing education requirements while satisfying state-specific requirements via classes, webinars, or online self-study courses. Learn more at A.D. Banker is part of the Career Certified family of educators. Learn more at Media Contact: Career Certified Press Press@ Contact Information Liz Meitus SVP Corporate Buse Kayar busek@
