Financial Representative Summer Associate Program
Gain entrepreneurial skills and a foundation for a rewarding career.
You won’t be pushing pencils here. This highly immersive and development-packed program provides you the chance to see if running your own financial services practice could be in your future.
For the right person, a career as a Financial Representative with Certified Financial Services and The Guardian Network allows you to experience entrepreneurship with support and make a difference in peoples’ lives while achieving your own professional and financial goals.
Through our summer associate program, you’ll be doing the day-to-day work of a financial professional, with guidance and mentorship in developing the skills necessary to build a thriving business. Plus, you’ll have a foundation that allows for a fast start should you decide to pursue this path full-time. Take advantage of the “head-start” to building a practice once contracted as a Financial Representative.
You are…
· A self‐motivated individual with a confident personality, high integrity, and a strong desire to succeed
· Passionate about cultivating long-term relationships to help others reach their goals
· Ambitious, entrepreneurial, and looking for career growth and development
Once you pass your state licensing exam, you’ll be…
· Learning about: marketing, client prospecting techniques, the sales cycle, Guardian product offerings, team building and collaborative practices, time management, and more
· Working directly with peers and mentors on “real world” cases, preparing illustrations for prospects or existing clients; earning commissions on sales
· Working with clients to understand their goals, concerns, and current financial information. Analyzing information to create plans with appropriate strategies, products, and services
· Developing and maintaining a base of clients who value your input and guidance
. Have the opportunity to “try out” a career in financial services, mentored by experienced financial representatives, wealth managers, and financial advisors.
What we provide…
· Development, mentorship, and training—locally, virtually, and nationally—providing you with all the knowledge and information you need to build your practice with us
· Pay for required training hours
· Commissions on sales
. Bonus structure
Benefits…
· This highly immersive and development-packed program provides you the chance to see if running your own financial services practice could be in your future and allows you to earn commissions on sales you make throughout your internship
· Development, mentorship, and training—locally, virtually, and nationally—providing you with all the knowledge and information you need to build your practice with us
· Pay for required training hours
· Commissions on sales
· A realistic understanding of the full-time Financial Representative career along with the opportunity to “try out” a career in financial services, mentored by experienced financial planners
· Pay: paid training
· Monday to Friday
· Commission pay
. Bonus pay
. Sponsorship for Series 7 and Series 66
. Sponsorship for Life and Health insurance exams
Requirements…
· Pass state licensing exam and Securities exams **dates to be discussed
· Must be graduating in May 2025
· Must be willing to commute to Paramus, NJ OR Farmington, CT