If you are looking for a new opportunity, keep in mind that we place a huge amount of value on relevant, proven experience.

It is good to have more than 5 years and there can’t be any blemishes. Those without five years experience must have a hunger for success and drive that are palpable.

As for qualifications, a bachelor’s degree and Series 3 are helpful.

Each customer wants something different. No two customers are alike. What’s important to one client is unimportant to the next you have to make all customers feel they’re special because they are.

Stephan G. Solomon

Don’t ever say you’ll do things and then not do them. You must be there for clients, constantly, with real help and in-depth service, not lip service. If you promise, you’ve got to perform.

Stephan G. Solomon

Clients first, prospects second. Whatever success we have, we owe it to our clients. Our clients’ success becomes our success.

Stephan G. Solomon

Looking at character traits, humility and loyalty will never be overlooked.

Additionally, if you are not a self-starter and problem solver with a strong work ethic, best keep moving. Those without communication and interpersonal skills will also quickly fall away. There is only room for Thalēs for those that possess a willingness to learn and a determined to win. Yet, we aren’t looking for those to strain against unmoveable walls. Adaptiveness and the openness to leverage the strengths of others is equally important.

Outside of everything above, if you can walk in the door with valued relationships, we would enjoy the opportunity to connect.