The Opportunity
A clear path from ambition to a practice of your own.
You bring the drive and the people skills. We bring the training, mentorship, and institutional backing to turn them into a rewarding career you control.
Let's talk about your futureWhat backs you
A team fully invested in your growth.
Build your business your way, with the help and support of a Fortune-100 company at every step.
Expert training
A structured program that turns your ambition into licensed expertise — with continuous learning as you grow.
Supportive management
Mentorship from people who have built practices themselves and are invested in your success.
Sales & marketing support
Extensive resources to help you reach the people you serve and grow your book of business.
Fortune-100 backing
Over 180 years of institutional strength and stability standing behind every client conversation.
How the path works
Four steps from first conversation to independence.
There's no guesswork. Every stage is supported, so you always know what comes next.
- 01
Start the conversation
We talk through your goals, your strengths, and whether building your own practice fits the life you want.
- 02
Train & get licensed
Begin as a financial professional and work toward the credentials that qualify you as a licensed financial advisor.
- 03
Build your practice
With training and mentorship behind you, you shape your own client relationships and your own schedule.
- 04
Become your own boss
After your training period, grow an independent practice — in business for yourself, not by yourself.
The rewards
The best of both worlds.
The independence of running your own practice, with the security and benefits of a Fortune-100 institution.
Pension eligibility
The freedom to build your own practice while being eligible for a pension plan and other valuable benefits.
Flexible schedule
Set your own schedule as you gain experience and become more established.
Significant income potential
Industry-leading tools, training, and resources — and full control of your own income.
Your future practice starts with a conversation.
We'll discuss your goals and a potential career built around your strengths.
Start the conversation