Help people live a great financial life
When you successfully complete your VETSTEPS training, you are a fully licensed Financial Advisor. You will have the ability to help your clients protect and build wealth.
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.
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