Begin a New Career as a Financial Advisor

Are You Ready for a Career Change?Financial Advisor Career Changer Program

Considering a career change?

Begin your career as a financial advisor.

Helping clients feel more confident in their financial futures makes a career as a financial advisor a rewarding one.

As a new financial advisor you’ll have the opportunity to grow professionally and personally in our client firm’s career path for new financial advisors.

They provide the tools, resources and support to help you build a career that delivers more of what you want: recognition, rewards and work that makes a difference.

Is a career as a financial advisor right for you?

    • Do you have a proven track record of success in your current career?
    • Do you have the ability to adapt and manage change?
    • Do you get inspired by the idea of helping people feel confident about their financial future?
    • Do you have a strong work ethic, entrepreneurial spirit and self-discipline?
  • What the Program Offers

    • Robust 2-year training program with local and national training support that will help lay the foundation you need for success in your career. Curriculum starts with earning required licenses while employed with us to building a long-term successful career as financial advisor.
    • Acquire clients and build client relationships with the help of our easy-to-use marketing programs.
    • Receive one-on-one mentoring and support from local leadership dedicated to your development and success.
    • Enjoy a salary and bonus-based compensation with unlimited upside potential.
    • Receive a full benefits package that includes health and retirement benefits, and life and long term disability insurance.

Maximize Your Income

For the first two years of the program, you’ll be rewarded with increased compensation as you achieve quarterly performance-based metrics that lead to building a successful practice.

In early years, your base pay is higher to provide you with level income while you learn the business and begin to acquire clients.

As your production and assets under management increase, your base pay declines as a larger part of your total compensation comes from production-based bonuses and commissions.