Careers & Internships | Pioneer Financial Group

Career Opportunities

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.

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 careers¹
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

¹Source: 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 careers@pioneer-financial.com.

Open Positions:

Financial Planner Development Program

Get on track to obtaining a CFP® certification

Email us your resume

Become a member of our team of financial professionals at Pioneer Financial Group. Our clients depend on us to help them prepare financially, both during the good economic times, as well as during the challenging times. Personal finance can be complicated, and folks need someone who can guide them to accomplish their goals. We believe that everyone deserves a good financial professional, so our team works hard to ensure that we’re serving our clients’ needs, both today and into the future.

Our educational efforts are not just limited to our clients. In the community, we have made a concentrated effort to team up with area colleges and associations to bring financial education to individuals who may be looking for information. Pioneer has been actively providing public financial education on retirement planning held in two three-hour sessions throughout the year. With that said, we’re searching for individuals who we believe may be able to provide that type of education to the public as part of their practice, and those who are also interested in working as part of an existing financial planning team. We’re currently adding to our team located in our Warwick, RI office.

Highlights of our Financial Planner Development Program

Allows for obtaining the SIE, Series 7 and Series 66 registrations as well as your Life, Accident, and Health producers’ license.
Provides for learning foundational skills that are necessary to grow your practice.
The right candidate will have the opportunity to work within a team of some of our top financial advisors.
A four-year Advisor Financing Program.
Build a business for yourself, but not by yourself.
Work toward obtaining your CFP® designation after your first year in the business.
Full subsidized benefits and retirement plan opportunities as part of our compensation program.

Qualifications/Requirements

Four-year college degree or equivalent
Ideally 2+ years of customer service or business development experience
Desire to help others work towards financial goals while building your career in a professional setting
Existing securities registrations are a plus, but not required

To Apply, Contact:
Michael R. Toole, CFP®, AIF®
Field Director & Financial Advisor
117 Metro Center Blvd., Suite 2008
Warwick, RI 02886
Email: michael.toole@pioneer-financial.com
Phone: 401-244-3200 ext. 216
Fax: 401-244-3223

_{Michael Toole is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. 4393537 - 2/2022}

Experienced Financial Advisor

What's missing from your practice?

Email us your resume

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. Contact us directly to learn more about the local opportunities here in RI and in our Windsor, 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)

Contact Information:
Arthur Colello, CLU®, ChFC®, CASL®, AIF®
President & CEO
Email: artcolello@pioneer-financial.com
Phone: 401-244-3200 ext. 220
Toll Free: 866-514-0261
Fax: 401-244-3223

Contact: Arthur Colello
Number of Openings:

_{Arthur Colello is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. 4393537 - 2/2022}

Financial Advisor Internship Program

Putting You on a Path to Success

* Application submission for summer 2022 internship is now closed. Please check back in Q1 2023 to apply for our summer 2023 internship program.

The Financial Advisor Internship Program is an elite advisor development program that puts you on the path toward becoming a successful financial advisor.

How it Works:

Each phase of the program is designed to give you the best support and resources so you can build the skill sets and experiences necessary to launch your advising career:

Phase one: Advisor marketing
Phase two: Sales and financial services training
Phase three: Potential to join Pioneer Financial Group full-time

Highlights:

Opportunity to work one-on-one with experienced Advisors
Professional development training
Mentorship
Additional support and training from Securian Financial Services’ home office in St. Paul, Minnesota
Connection to a nationwide network of interns

Qualifications:

Rising college senior
Actively pursuing a career in financial services
Energetic, ambitious, and willing to learn
Detail oriented

Schedule and Income:

Length: 10 weeks (June 2022 - August 2022)
Hours: 20/week
Income: $12.50/hour
Schedule: Flexible

If you want to get hands-on experience in the financial services industry and learn more about a career in financial advising, this is the perfect program for you!