Inexperienced Advisors
Interested in a Career in Financial Services?
We Don't Hire Everyone
What to Expect
Questions you probably have:
- Who is going to help me get to where I want to go
- How/What am I going to learn what I need to know
- How do I get the word out to my network
- Where is the opportunity to expand/broaden my business in the future...
Mentorship
"Flying a plane is not a solo act".
At NFN, you won't be flying solo. Our firm provides direct access to leadership across all locations, offering both big-picture coaching from our Executives and in-the-trenches brainstorming with our Managing Directors.
Just like in aviation, success in financial services requires a strong support team. We're committed to providing the guidance and resources you need to take flight in your business.
Training & Development
NFN offers classroom and hands on training for both inexperienced and experienced financial professionals. Our development program was designed to sharpen existing skills while uncovering new ones.
Areas of Focus:
• Year 1: Core Skills 101, Foundations
• Year 2: Sales Skills 201, Wealth Management Foundations
• Year 3 Study Groups, Business Market Entry Program
• Year 4+: Future LeadersMarketing
Whether you are new to Financial Services or experienced, NFN offers marketing support to help get the word out about your journey. Our marketing team will introduce you to the existing systems we use with our clients and help you develop a fluid Marketing Plan to align with your goals.
• Drip Campaigns & Newsletters
• Social Media: Profile management, posting strategy, etc.
• Seminars & Client Appreciation EventsAwards & Recognition
Throughout the year, we offer recognition programs that celebrate your achievements. These programs provide valuable opportunities for both professional growth and personal connection:
- Develop your skills and knowledge through learning initiatives.
- Expand your network by meeting colleagues across the firm and industry experts.
In addition, you'll have the chance to participate in recognition conferences hosted by Guardian Life and Park Avenue Securities, such as President's Council, Leaders Club, Peak & Pinnacle Council, and Client Builder Award.
But that's not all! As a Founding Member of FINSECA, NFN encourages your continuous learning by supporting your attendance at industry-related conferences. This ensures you stay informed about the latest changes on Capitol Hill and are well-equipped to serve your clients.
Career Paths to Explore
Schedule Intro Call With Leadership
Speak with our Managing Director and VP of Talent Acquisition, Paul T. Barone, to see if our opportunity sounds like a fit for you.
If interested, we will schedule an in-person or virtual call to begin our selection process.
paul_barone@natfin.net | 646-885-2808
Step 1:
Exploration Meeting
To help you build a successful practice, we'd love to learn more about you and your goals. We'll have a chance to discuss your background and career aspirations.
We will share an overview of NFN and the Guardian FR career path. We'll also go over the resources available to you and how they can support your journey.
Step 2:
Philosophy & Compensation
Discuss our planning process, systems and tools used to help Advisors get off to a fast start, and take a deep dive into the FR contract and compensation
Step 3:
Roadmap
Meeting
Meet with Director of Development along with other members of the Leadership Team.
We will review the completed Natural Market Inventory together along with Career Sampling expectations, and licensing instructions
Step 4:
General Agent
Coaching
Discuss Goals, expectations, concerns and opportunities with one of our General Agents.
Experience speaks volumes in Financial Services, learn from those that have lived through environmental uncertainties and changes, and how they stayed motivated to keep going.
Summer Internship Program
Don't miss out on an amazing opportunity to learn from members of an award winning firm and see if the Financial Services path is right for you.
Leadership to help you get there...
Paul Barone
Managing Director
Brian Sykes, CFP®, ChFC®, ChSNC®, CEXP®
Managing Director
Michael Fraiman
Sr. Managing Director
Christopher Richards
Managing Director
Thomas Passante
Managing Director
Michael Castellano
Manageing Director
Cara Drew
Managing Director
Cody Dolly, CLU®
Partner