Experienced or Inexperienced Financial Advisor

Experienced or Inexperienced Financial Advisor

Pioneer Financial Group is looking to grow our elite team of Financial Services Professionals.   If you are a self directed, goal oriented individual who is determined to succeed and interested in working with others who are among the best in the industry, then we want to hear from you.  Pioneer Financial Group is a premier Financial Services Firm located here in Southern New England.  With a unique and innovative team approach to serving the clients’ needs, Pioneer Financial Group will provide you with the training and support that you will need to be a highly successful Financial Services professional. 

You will work out of one of our state of the art offices located in Warwick, RI or Avon, CT.  Our support includes the latest and most up to date technology, marketing and financial support, and an on-going training curriculum. 

·         Our Scope of Products & Services includes:

·         Fee-based Financial Planning Services¹

·         Investment Advisory Services¹

·         Estate Planning Services

·         Business Exit funding solutions

·         Life Insurance solutions

·         Disability Insurance solutions

·         Long Term Care Insurance solutions

·         Fixed and Variable Annuity¹ solutions

·         Mutual Funds ¹

Pioneer Financial Group’s IDEAL clients are:

§  Responsive to new ideas

§  Open in discussing their financial, family, and/or business related issues

§  Able to make a decision when all the facts and recommendations are presented

§  Caring about family, employees, business partners…those important to them

§  Honest about providing the necessary information required to develop a sound strategy

§  A willingness to refer the firm to other like minded individuals who will benefit from the firms products and services.

Position Description…

Experienced or Inexperienced Financial Advisor:

Pioneer Financial Group is an independent firm which allows us flexibility in attracting an Experienced Financial Advisor.  A measurable track record of success (i.e. MDRT or GDC production of $125,000 +) and the ability to work as part of a team is required.  Joint work and mentoring has been proven over the years to increase production for all involved and our existing experienced advisors have found this unique team approach to be a true win-win for all parties. 

The Inexperienced Financial Advisor will work with our seasoned professionals and staff to build a successful financial services practice using our unique team approach.  You will be eligible for up to 3 Years of paid training (plus industry standard commissions and fee revenue) through a Career Development Program.  This includes a comprehensive training system called Checkpoints to Mastery. 

Your responsibilities as a Financial Advisor  will include, among other things: working with our existing client base to meet their changing needs; developing new client relationships through personal contacts and working with “centers of influence"; and responding to initial inquiries from prospective clients.

For the Experienced Financial Advisor a financial transition package is available for the right candidate.  For both the Experienced and Inexperienced Advisor we offer full subsidized benefits.

*Please note that we currently have one position available for an Experienced Advisor in our Avon, Connecticut location, and two positions available in our Warwick, Rhode Island for Experienced or Inexperienced Advisors.

¹Securities and Investment Advisory Services offered through Securian Financial Services, Inc.  Member FINRA/SIPC.  Pioneer Financial Group is independently owned and operated.                                                                                                                                             62841-050709

Position Qualifications: 

All applicants

·         Ability to work as part of a team

·         Attention to detail

·         Ability to meet required deadlines

·         Pass all background check due diligence (including credit and criminal checks)

Inexperienced Advisor

·         Bachelors Degree

·         Must hold or have the ability to pass the Life, Accident & Health licensing examination

·         Ability to pass the Series 7 & Series 66 Registrations

Experienced Advisor

·         Bachelors Degree – Advanced designation (i.e. CFP, CLU, ChFC) a  plus

·         Must hold Series 6 & 63 (Series 7 & 66 or equivalent) preferred

Contact Information:

Contact: Craig Dolphin – Chief Selection Officer

Email: [Click Here to Email Your Resumé]

Phone: 401-244-3200 ext. 215

Website:  www.pioneer-financial.com