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Veterans can apply for VA benefits while starting their career in Financial Services through our DOL and Veteran’s Administration-Approved Financial Advisor Apprentice Program

First Financial Group is a Veteran-owned firm.
We recognize the need for quality career options for our veterans as they transition to civilian life.

<strong>VETSTEPS is a Financial Advisor Apprenticeship program&#160;designed to build your new career from the ground up</strong>

VETSTEPS is a Financial Advisor Apprenticeship program designed to build your new career from the ground up

There's a reason your military career started with basic training.  VETSTEPS starts with the basics and by the time you have successfully completed the program, you will be a fully-licensed Financial Advisor with income from your own established practice that you have developed with the help of your mentor.

What's different about this program? 

You hear a lot of talk about "veteran friendly" these days.  And that's a good thing.  We commend all employers who are making a conscious effort to help American veterans find jobs.  We take it very seriously. VETSTEPS was specifically developed to incorporate the training, the tools and, most critically, the time needed to ensure a successful transition to civilian life as a Financial Advisor.  VETSTEPS is open to anyone, but we developed the program based on Department of Labor and Veterans Administration requirement so that you could use your Post 9/11 GI Bill benefits while you learn.     

VETSTEPS does NOT ENCUMBER your earned VA education benefits

Your earned VA benefits are not required for tuition or any fees related to training. As an Apprentice, your VETSTEPS earnings should cover the costs of all Industry associated required fees related to building your financial advisor business (i.e. technology, licenses, subscriptions, etc.). We train you for your gain. Your VA benefit check is sent directly to you for you to use as you see fit. This is our commitment to you as a United States Military Veteran.

Why a career in Financial Services?

Why a career in Financial Services?

In a November 2015 study, more than 8,500 Veterans, active duty Service members, National Guard and Reserve members, and military dependents identified their most significant transition challenges. Among them is addressing financial challenges.

By choosing a career in Financial Services, you will be able to help others face those challenges while creating a great financial life for yourself and your family.

VETSTEPS FINANCIAL ADVISOR APPRENTICE PROGRAM

A 24-Month, Competency-Based Apprenticeship – Open To All *

Candidates graduate from the program fully-licensed Financial Advisors with a proven track record of joint work

Approved by The Department of Labor and the Veteran’s Administration

Requirements: you must be Life & Health Licensed (if you do not have your license, we can help you get one prior to entering our Apprentice Program)

Are you interested in pursuing this one of a kind and extremely rewarding Apprentice Program?

Please click APPLY NOW and fill out a short form.  Our Apprenticeship Supervisor will contact you.

APPLY NOW

Meet Our Leadership Team

Lloyd Polmateer

Lloyd Polmateer

CEO
USAF Special Detail Air Force One

David Zacharias

David Zacharias

MBA, Certified Apprenticeship Supervisor
CAPT, USN (ret)

Lloyd Polmateer, Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor.  Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, New York. PAS is a wholly-owned subsidiary of Guardian. First Financial Group is not an affiliate or subsidiary of PAS or Guardian.  PAS is a member of FINRA, SIPC.
David Zacharias, Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). OSJ: 7101 Wisconsin Avenue, Suite 1200, Bethesda, MD 20814, 301.907.9030. Securities products and advisory services offered through PAS, member FINRA, SIPC.  First Financial Group is not an affiliate or subsidiary of PAS.

*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.

 L3 Advisory, LLC, doing business as VETSTEPS Financial, an agency of The Guardian Life Insurance Company of America (“Guardian” or the “Company”), has the sole rights to offer the VETSTEPS program in your area in conjunction with First Financial Group (FFG).   FFG will be providing you with a VETSTEPS Mentor to help guide you through the program.  The Sponsor’s Apprenticeship Supervisor, in conjunction with your FFG VETSTEPS Mentor, will supervise, monitor, and report on your development as an apprentice and your achievement of DOL-required milestones in the program to enable to you to receive your VA benefits to the extent you qualify for such benefits.  Ultimately, the Sponsor will have sole discretion on whether you continue in and eventually complete VETSTEPS.  Any Apprentice 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. PatriotPaths, LLC, L3 Advisory, LLC, 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 

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