Broker Check

Grow With Us

What gets you up in the morning? What keeps you up at night? We are looking for people with drive, that ‘fire in the belly’ that’s so hard to define…

 

 

Come grow with us. We are committed to providing you with training, systems and processes to support your growth from day one.

 

We offer:

  • Design center support
  • Product support
  • Compliance support
  • Marketing support
  • Administrative support

A training program that is second to none in financial services
Our unique training mirrors the advanced training that practicing professionals, such as physicians, go through in a residency program. It consists of a progressive, increasingly challenging, series of course work with hands-on components, with the end goal of preparing an individual who is completely ready to face the challenges of the financial services business.

Start as a college intern (Years -2-0)
Ideally, we will select you as you complete your undergraduate/graduate degree. You will begin your career by understanding the mechanics of our business: our process, our ideal client, and our business model.

Sharpen your relationship-building tools (Years 1-2)
As a Client Relationship Manager, you will apprentice under a senior CERTIFIED FINANCIAL PLANNER™ Professional. As you begin to engage with clients, you start building your own client base. During this stage of your development you will complete the licenses needed to practice your craft.

Start building your own clientele (Years 3-5)
As an Associate Financial Advisor, you’ll continue to acquire additional experience to work with and provide solutions for more complex client scenarios. You have mastered the R&R process and begin to establish relationships on your own.  You will be encouraged to pursue the CERTIFIED FINANCIAL PLANNER™ Professional certification.

Begin the process of becoming an owner (Years 5 and beyond)
As a Financial Advisor, having mastered the client development process, you’ll now begin the process of becoming an owner. By building deep relationships within a market space and a solid client base, your income will continue to grow.

Help us grow into new markets
As a Senior Financial Advisor (partner), you’ll enjoy highly predictable recurring income from loyal lifetime clients who recognize the value of a high trust relationship. Partners are responsible for market expansion and development.