Is A Career As A Financial Professional Right For You?

As a financial professional, your goal is to develop your practice by building an active client base. You will work with your clients to assess their financial needs, develop strategies to help them pursue their goals, and recommend appropriate financial products.

Financial professional careers provide what most people look for in a career:

  • Impact: Bringing fulfillment to clients' lives through thoughtful and thorough financial service.
  • Independence: Finding freedom from time constraints allows the kind of flexibility most people search for today. 
  • Income: Experienced Financial Professionals have unlimited earning potential.

Our Financial Professional Development Program is highly selective. We use a multiple step process to identify bright and motivated candidates who meet the criteria we are seeking:

  • Track record of success and leadership
  • Highly goal oriented and independent
  • Has a passion for making a difference in people's lives
  • Belief in financial products and services
  • Sales and client services oriented
  • Ability to be coached
  • College degree or equivalent work history