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Our Post Grad Program is designed for motivated graduating December 2026 seniors looking to launch a career in financial services field.

What You’ll Do

  • Participate in a hands-on training program designed to prepare you for a full-time career
  • Study for and obtain your state insurance licenses
  • Prepare for SIE, Series 6 & 63 investment licensing exams
  • Learn to identify market opportunities and build a client base
  • Begin developing financial plans that help clients reach their long-term goals

 

Why This Opportunity Stands Out

  • Seamless transition from internship to full-time Financial Representative role
  • Earn stipends while participating in full-time training and development
  • Gain real-world experience building your own financial planning practice
  • Work one-on-one with clients to create personalized financial strategies

 

Company Highlights:

  • Fortune 100 company
  • Top 10 independent broker-dealers by revenue
  • Highest financial strength ratings from all four major rating agencies

 

Training & Development

Our industry-leading training program helps set you up for long-term success.

 

FastTrack Program Includes:

  • Business development and client acquisition skills
  • Product knowledge and sales training
  • Financial planning education across key life stages
  • Weekly coaching and mentorship
  • Ongoing professional and personal development