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, 110 Cedar Street Wellesley Hills, MA 02481 . Tel: 781-237-1720

Securities products and services through Park Avenue Securities LLC (PAS) Wellesley Financial Group & Insurance Agency, 110 Cedar Street Wellesley Hills, MA 02481 781-237-1720. PAS is an indirect wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY. Wellesley Financial Group & Insurance Agency is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member of FINRA/SIPC.

The Registered Representative is securities licensed in Massachusetts, and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from and resident outside these specified states.

The financial representatives and registered representatives of Wellesley Financial Group & Insurance Agency are not licensed to sell insurance and registered to sell securities in all 50 states. To find out if an agent is licensed and registered in your state, please contact Lisa A. Gambardella.

The information or opinions contained in this Internet site should not be construed by any consumer and or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and or prospective client reside. Any subsequent direct communication with a consumer and or prospective client shall only be conducted with a representative that is registered in the state where the consumer and or prospective client reside.

Guardian, its subsidiaries, agents or employees do not give tax or legal advice.

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.
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