We are always looking for the right individuals whose expectations for excellence match our own. We use a mutual selection process and spend an extensive amount of time with prospective candidates. We'll give you an honest view of both the advantages and disadvantages of a career opportunity in financial services.
Finding the right combination between what you want out of a career, and what a career provides is a unique journey. We offer women advisors a unique blend of support, freedom and quality. The right balance between building something for yourself, but not by yourself. There are many qualities about being a Financial Advisor that make it an attractive and fulfilling career choice for women. Read More.
Is a Career as a Financial Advisor Right for You?
An ideal Financial Advisor candidate is someone seeking a meaningful career. Someone that would enjoy making a positive impact in others' lives. You have the opportunity to enjoy the freedom and flexibility that many people look for in a career and be rewarded with significant income potential, bonuses and benefits.
Financial advising provides what most people look for in a career:
- Impact Bringing fulfillment to clients' lives through thoughtful and thorough financial advising.
- Independence Finding freedom from time constraints allows the kind of flexibility most people search for today.
- Income Experienced advisors have unlimited earning potential.
As a Financial Advisor, you can:
- Work in one of today's top-rated careers 1
- Help clients achieve financial security
- Develop financial strategies to meet clients' changing needs
- Create customized solutions in the long-term best interest of clients
- Apply your financial knowledge and expertise
- Have the potential to earn unlimited income
1 Source: Jobs Rated Almanac
At Pioneer Financial Group, we look for candidates whose personal values are supported by our values. Through this synergy a successful partnership can flourish. Important candidate attributes include:
- Determination and commitment
- Self-motivation and discipline
- People skills and sales abilities
Your Career Path
Depending on your goals and aspirations, you can determine your own career path!
If you're interested in learning more about working with an organization where you can create your own future, contact us via email at email@example.com.
Financial Planner Apprentice
Get on track to becoming a CFP®
Apprentice to Residency to Mastery…
Currently Pioneer has openings to join our Financial Planner Development Program. You will have an opportunity to learn and be mentored by our team of seasoned and credentialed financial planners. Leading through a process of education and fee-based planning, our organization has the expertise, knowledge and systems to help you succeed. We teach you how to develop your skills to help you become a leading producer in our industry. Training includes a Checkpoints to Mastery Program; financial planning process training; referral systems training, product specific training as well as extensive joint work and mentoring. We also leverage the Securian Advantage through our broker dealer and registered investment advisor, Securian Financial Services, Inc. Together we deliver a combination of a strong company culture with the capabilities of an independent broker dealer.
If you are interested in growing in a career that provides you unlimited earning potential while helping others, consider this opportunity. Pioneer Financial Group has developed a program that is designed to help new planners hit the ground running. With training that provides you with the knowledge and experience you need, our Financial Planner Development Program involves two stages. The first stage is a four to six month paid Apprenticeship Program. This is an intense period that follows you obtaining your Series 7 and Series 66 registrations as well as your Life, Accident, and Health producers’ license. It will provide you with the foundation skills necessary to grow your business. You will be measured on your activity, results, and your ability to work from a plan. The second stage is our four year Residency Program. During this time you will continue to build on the foundation from the apprenticeship program, honing your skills and building your business. After your first year with the firm, you will be eligible for course reimbursement as you work toward obtaining your CFP® designation.
What do you need to bring to the table?
In our industry you must have a passion for helping others. The relationships that you will be building are often for a lifetime. Your clients will depend upon you to help them prepare financially during the good economic times well as the challenging times. You must be driven to succeed and have an entrepreneurial spirit. You must also have excellent communication skills and a proven track record of success. Planning today is complicated and your clients need someone who can explain the process and the solutions clearly and accurately.
To Start the Application Process
Our application process is designed to identify those individuals who will grow and thrive in our industry. It is selective by design and has multiple steps. A bachelor’s degree is required. While coaching, teaching, business, or sales experience is preferred, we would like to hear from anyone who may be genuinely interested in becoming a financial planner. Successful advisors have come from all walks of life and your background may lead you to identifying marketplaces that are unique to you. To start the process, e-mail your resume to Steven F Testa, at firstname.lastname@example.org. Qualified applicants will be contacted regarding the next step in the evaluation process.
Who is Pioneer?
Pioneer Financial Group is a comprehensive financial services firm established in 1999 that leads through a process of education and fee-based planning. Our headquarters are in Warwick, Rhode Island with additional branch offices located in Avon, Connecticut and Westerly, Rhode Island. We are part of the Securian Financial Network which allows us to be independently owned and operated while providing our advisors with the support and training of a highly recognized and well established financial services firm. We offer our advisors comprehensive benefits which include but are not limited to, medical, dental, and vision insurance, 401k with up to a 5% match, as well as various supplemental insurance. We strongly encourage you to visit our website www.pioneer-financial.com for more information.
Steven F. Testa ChFC, CLU
Pioneer Financial Group
117 Metro Center Blvd, Suite 2008
Warwick, RI 02886
The Securian Financial Network, the marketing name for the sales and distribution arm of Securian Financial Group, Inc., its subsidiaries and affiliates, is a nationwide network of financial services firms. Products and services are offered and sold only by appropriately licensed entities and financial representatives. Securities and investment advisory services are offered through Securian Financial Services, Inc. Securian is a member of FINRA/SIPC. Visit Securian at www.securian.com. Pioneer Financial Group is independently owned and operated.
Separate from the plan and our role as a financial planner, we may recommend the purchase of specific investments or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them.
Contact: Steven F. Testa ChFC, CLU
Number of Openings: 1
Experienced Financial Advisor
What's missing from your practice?
Established in 1999, Pioneer Financial Group is an independent financial services firm specializing in financial education and customized planning strategies. To maintain our independence, we have chosen Securian Financial Services as our broker dealer and registered investment advisor. This unique relationship positions us well to serve both our clients and our advisors. Learn more about how we leverage The Securian Advantage by visiting www.securiancareers.com. Then, contact us directly to learn more about the local opportunities here in RI and in our Longmeadow, MA and Avon, CT locations.
Qualified financial advisors are in high demand as baby boomers struggle with determining the best income, investment, and risk management strategies. Many are looking for direction and want to be sure they are going to be ‘OK.’ Pioneer Financial Group is seeking an advisor that has experience in working with these individuals along with a proven track record of success in the industry. We specialize in programs that are geared toward first educating the client and then providing them with a process of developing a sound financial plan. A client’s implementation of the financial plan is a separate process and is handled outside the scope of the plan. As an independent firm, we are able to offer clients quality products that best fit their needs. If you have the experience and skills to provide these services and can use improvement in how you market to these folks, then we should meet.
Our ideal candidate will be an individual who truly embraces financial services through a Fee-based Planning approach. A bachelor degree is required and preference will be given to those candidates that have shown a willingness to continue their education in the industry through the pursuit of additional certifications. (i.e. CFP®, ChFC®, CLU® etc.) A personalized financial transition package is available. We offer full subsidized benefits including medical, dental, group life, group disability, errors & omissions coverage, 401k, deferred compensation, and long term care insurance.
Other Position Qualifications:
- 3 plus years in the financial services industry preferred
- Experience in a classroom or seminar setting as a presenter/instructor preferred
- Must hold Series 6 & 63 Registrations (Series 7 & 66 or equivalent preferred)
- Must hold or have the ability to pass the Life, Accident & Health licensing examination
- Pass all background check due diligence (including credit and criminal checks)
- Measurable industry sales results ($100,000 + in GDC preferred)
Arthur Colello, CLU®, ChFC®, CASL®, AIF®
Phone: 401-244-3200 ext. 220
Toll Free: 866-514-0261
Contact: Arthur Colello
Number of Openings: 1