Recruiting Steps

An overview of our Recruiting process includes:

  • Personal Interviews
    A four step process during which time we will learn about you and you will learn about us and meet various members of the Wellesley Financial Group team.

  • Career Testing
    In addition to the industry profiles, our local offices have numerous testing vehicles available to help you and then determine your potential for success.

  • Marketing Game Plan
    We will help you determine your client profile, local demographics, market access and valuable market intelligence to get you off to a fast start.

  • Career Sampling
    Work with local management on "real life" assignments to get a comprehensive feel for the career.

  • Licensing
    Guardian will reimburse you 100% for any examination expenses and the issuance of your resident state license. All renewal fees for your licenses will also be fully reimbursed. During your first year, you will also obtain NASD registration with Park Avenue Securities, Guardian's broker-dealer. Exam and study materials will be reimbursed to you upon successful completion of the Series 6 or 7 exam.
If building a business with Wellesley Financial Group and Guardian sounds like something that you'd like to learn more about, review these steps in our recruiting process, then click here to contact Tracey Lee.


110 Cedar Street Wellesley Hills, MA 02481 | phone: 781-237-1720 | fax: 781-237-2652
info@wellesleyfinancialgroup.com


Wellesley Financial Group & Insurance Agency is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY.

Securities products and services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC.

PAS is an indirect, wholly-owned subsidiary of Guardian. Wellesley Financial Group & Insurance Agency is not an affiliate or subsidiary of PAS or Guardian.

Important Disclosures

2014-5811 Exp 5/16