Hiring Process


The hiring process can take anywhere from 3-6 weeks to complete. The process is intentionally extensive as we only hire those who we feel will be successful.

The assessment (portion of Step 1) is a timed exam that measures various aspects of one's capacity to reason.  Reasoning capabilities are critical for thinking logically, making good judgments, and processing information and data.  These reasoning-based skills are particularly important for functioning effectively in the complex and information rich work environments that characterize business today.

The business plan is to be completed at home, and is used to explain your targeted marketing strategy and prospecting plan for developing a client base.

If you are chosen to participate in the second round of interviews, you will meet other members of management as well as some Financial Advisors from the branch. This is your chance to get a feel for the office and ask any questions you may have regarding the opportunity.

Should an offer of employment be extended to you, the hiring manager will contact you with the hiring information and next available class start date. The offer is contingent upon a background check, which will begin once you accept the offer.

Once you accept the position, you will need to complete the Pre-Hire paperwork and submit so we can begin the background check.
*Candidates must successfully complete each phase to advance throughout the hiring process
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