Career Opportunity

Licensing & Training 

Our training program includes the following: 

• Notary Public (Required)                                                 (Two Weeks)

• Life & Health Insurance (Required)                                                  (Six Weeks)

  • Mortgage Loan Officer or Real Estate Broker (Required) (Six Weeks)

• Series 31 (Required)                                                                           (Four Weeks)

• Series-3 (Optional)                                         (Six Months)

• Series 30 (Optional) (Four Weeks)

Operating Structure

Our hybrid-Remote operating structure provides an uncommon degree of flexibility and economic advantage for financial professionals, families, and businesses. Therefore, the highest level of professional conduct, integrity, and adherence to organizational policies are absolutely essential. We strictly require that all business discussions, business agreements, and professional advice be recorded electronically, primarily through the use of video conferencing and emails.

Our Core Guiding Principles

Our clients are our first business priority, to whom you have a fiduciary responsibility and support to act in their best interest at all times. We prioritize:

• Integrity

• Expertise

• Fairness

• Functional Transparency