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<strong>What is a Financial Advisor?</strong>

What is a Financial Advisor?

As a Financial Advisor you will assess the financial needs of individuals and provide advice on insurance decisions, to protect what they have, and investments (such as stocks and bonds) to help them maintain and build wealth. Unlike stockbrokers who simply execute orders in the market, Financial Advisors strive to make informed decisions on behalf of clients and provide guidance.

You will help your clients plan for short-term and long-term goals, and help them financially navigate life events such as marriage, new baby, education expenses and retirement. 

Upon successful completion of VETSTEPS, you will have earned the right to use the title of Financial Advisor by studying for and passing your SIE,  Series 7  and Series 66 license exams and you will have displayed proficiency in the skills required to provide these services to your clients.

As a VETSTEPS-trained Financial Advisor you will be a well-educated, credentialed, experienced, financial professional who works on behalf of his or her clients to help protect and build wealth.


Are you ready to transition to a civilian career as a Financial Advisor?

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*We expect that candidates who graduate from our Training and Development curriculum fully-licensed will enter into a contract with The Guardian Life Insurance Company of America, or one of its subsidiaries, because we want you to continue your career as a Financial Advisor with us. Of course, you will have to meet the standards and requirements to be offered that contract. A Financial Advisor must be registered as an investment advisor representative with PAS providing investment advisory services. An individual cannot become a Financial Advisor or use that term with clients until meeting that criteria. First Financial Group is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. The Guardian Life Insurance Company of America is not affiliated with the Department of Labor or the Veterans Administration and is not involved in the VETSTEPS Apprenticeship program. Contact the individual department or agency for additional information regarding eligibility of benefits.

Many independent parties will be supporting you on this journey.  The VETSTEPS Apprenticeship Program (VETSTEPS) is a Virginia Department of Labor and Industry (DOL) – approved job training program sponsored by PatriotPaths, LLC (the Sponsor). VETSTEPS and VETSTEPS Financial are trademarks of PatriotPaths, LLC.

The VETSTEPS Apprenticeship Program (VETSTEPS) is a Department of Labor (DOL) – approved job training program sponsored by First Financial Group DBA VETSTEPS Financial, an agency of The Guardian Life Insurance Company of America (Guardian). VETSTEPS Financial has the sole rights to offer the VETSTEPS program in your area. You will be monitored throughout your Apprenticeship in accordance with DOL guidelines. Any Protege or Field Representative Agreement you enter into with Guardian, and related association with FFG, can be maintained separately from your involvement in the VETSTEPS program. VETSTEPS Financial is not an affiliate or subsidiary of either Guardian or FFG. VETSTEPS Financial, Guardian and FFG are not affiliated with the DOL or the Veterans Administration.

Source: Zoli, Maury, & Fay, 2015 – Republished in The Military to Civilian Transition 2018, The U.S. Department of Veterans Affairs