Visit Handshake to make an in-person or virtual appointment (over Zoom or by phone) for the Spring 2022 semester.  For complete information about Reopening Roger, visit Welcome Back to Spring 2022.

Skip to content Skip to main nav
Roger Williams University Logo
  • Guests
  • Log in
  • Sign up
Center for Career and Professional Development | Roger Williams University Roger Williams University
THE ROGER CONNECTION
HANDSHAKE
MAKE AN APPOINTMENT
  • Career Communities
    • Career Communities
      • Architecture & Construction
      • Arts, Design & Entertainment
      • Business Management & Professional Sales
      • Consulting, Finance, Accounting & Economics
      • Education, Human Services & Non-Profit
      • Government, Politics, Public Service & Law
      • Healthcare & Public Health
      • Marine, Environment, Physical & Life Sciences
      • Marketing, Media, Advertising & Communications
      • Technology, Engineering & Mathematics
      • Exploring Students
  • IDENTITY/AFFINITY COMMUNITIES
    • First Generation
    • International Students
    • Gender & Sexuality
    • Race & Ethnicity
    • Students with Disabilities
  • Events
    • All Events
    • CCPD Hosted Events
    • Internships & Career Fairs
  • Jobs & Internships
    • Featured Job & Internship Opportunities
    • Internship for “Credit”
      • Internship & Career Planning Seminar
      • Internship Requirements by Major
      • How to Search for your Internship
      • How to Register your Internship
      • Registration Deadlines
      • Employer Guidelines for Internships
      • Internship Report Guidelines
      • International Internships
      • Internship Policies
  • Resources
    • All Resources
    • Professional Branding
      • Resumes
      • Cover Letters
      • Online Profiles
    • Majors & Careers
    • Job & Internship Seeking
    • Interviewing
    • Graduate & Professional School
  • Employers
    • Recruit & Engage
    • Host an Intern
    • Internship & Career Fairs
  • Alumni
  • Families
  • About Us + More
    • Contact & Location
    • Our Team
    • Our Work
    • For Employers
    • For Faculty & Staff
    • For Graduate & UC Student

Pioneer Financial Group


Financial Planner Development Program

  • Share This: Share Financial Planner Development Program on TwitterShare Financial Planner Development Program on LinkedinShare Financial Planner Development Program on Facebook
Posted on: April 12, 2022 Apply Now
Jobs Expires June 12, 2022

Become a member of our team of financial professionals at Pioneer Financial Group. Our clients depend on us to help them prepare financially, both during the good economic times, as well as during the challenging times. Personal finance can be complicated, and folks need someone who can guide them to accomplish their goals. We believe that everyone deserves a good financial professional, so our team works hard to ensure that we’re serving our clients’ needs, both today and into the future.

Our educational efforts are not just limited to our clients. In the community, we have made a concentrated effort to team up with area colleges and associations to bring financial education to individuals who may be looking for information. Pioneer has been actively providing public financial education on retirement planning held in two three-hour sessions throughout the year. With that said, we’re searching for individuals who we believe may be able to provide that type of education to the public as part of their practice, and those who are also interested in working as part of an existing financial planning team. We’re currently adding to our team located in our Warwick, RI office.

Highlights of our Financial Planner Development Program

· Allows for obtaining the SIE, Series 7 and Series 66 registrations as well as your Life, Accident, and Health producers’ license.

· Provides for learning foundational skills that are necessary to grow your practice.

· The right candidate will have the opportunity to work within a team of some of our top financial advisors.

· A four-year Advisor Financing Program.

· Build a business for yourself, but not by yourself.

· Work toward obtaining your CFP® designation after your first year in the business.

· Full subsidized benefits and retirement plan opportunities as part of our compensation program.

Qualifications/Requirements

· Four-year college degree or equivalent

· Ideally 2+ years of customer service or business development experience

· Desire to help others work towards financial goals while building your career in a professional setting

· Existing securities registrations are a plus, but not required

3626181 – 6/2021

Apply Now

CCPD Team

Brien Duff Meet Brien
Mary Santoro Meet Mary
Molly Williams Meet Molly
Richelle Hurley Meet Richelle
Rena Piller-Thurston Meet Rena

LOCATION

Phone
(401) 254-3224
Email
ccpd@rwu.edu
Address

One Old Ferry Road
Bristol, RI 02809

SERVICE HOURS

M 8:30-4:30 PM
T 8:30-4:30 PM
W 8:30-4:30 PM
TH 8:30-4:30 PM
F 8:30-4:30 PM
Roger Williams University
Center for Career and Professional Development
TwitterFacebookInstagram
One Old Ferry Road
Bristol, RI 02809
(401) 254-3224
ccpd@rwu.edu
Privacy Policy | Terms of Service
Copyright © 2022 Roger Williams University
Powered by uConnect
Posting....