Career Changers

Considering A New Professional Career?


Financial advisors work with people to:

  • Define their goals
  • Review their assets
  • Analyze their needs
  • Provide recommendations
  • Implement and execute their financial plans
  • Monitor and track their progress and work with them to refine and revise along the way

Our goal is to help our clients secure their financial future.


  • Connects and communicates with potential clients
  • Wants to build strong personal relationships
  • Has a desire to help others
  • Possesses the ability to listen attentively
  • Is energetic with a strong work ethic
  • Excels as part of a team
  • Draws energy and excitement from meeting new people and working in a dynamic environment


Our firm is built with a team mentality and as a member of our team, you will have access to excellent mentor advisors. Our experienced advisors have years of knowledge they can pass on to you to assist you in finding success faster. Learn from the best about their time in the industry and how they built their own successful practice.

Additional Resources

Helping Others Succeed Can Be Your Biggest Success - A brief overview about the role of a Financial Representative, why to choose this career, and questions to ask yourself.

What is Your Vision of Success? - An overview of two of our proven success systems to create your ideal practice.

For more information or questions about joining our team, please contact:

Elizabeth Valenti - Sr. Vice President
(210) 998-5036

Apply Now