Become a financial advisor with us and experience true entrepreneurship.
We provide the education, licensing, and mentorship needed to help you make a difference in both you and your clients’ lives.
Be in business for yourself
but not by yourself.
At Alliance Financial Group, we put our CEO, President, and industry leaders side by side with your success to guide you from start to take-off.
Join a company large enough to make a difference and small enough to where you actually matter.
We incorporate training techniques in sales psychology, product terminology, and guest speaker perspectives. Through those avenues, come accountability
and mentorship from those who have mastered the industry. Advisors
can expect weekly trainings, activity tracking,
one-on-one coaching, and
joint-work support.
Entrepreneurship often needs guidance - that’s where our mentorship program comes into fruition. We believe mentorship allows our agents to reach their ultimate potential, faster. That’s why we pair you with a Managing Director - that has a proven track record of success. Learn faster and better, with a mentor by your side.
Why are we a leading wealth management enterprise in Florida? Because unlike other firms, our
support doesn’t stop at training,
compliance, and underwriting. We open the door to the next level in your practice - an onsite marketing department. Available to all agents with extra perks for elite agency leaders.
Joining our firm comes with the
benefits of being part of Guardian’s prestigious network - as well as the countless resources they provide. As a Fortune 250 Company, they have been helping people protect their future and secure their lives for more than 155 years. They’ve done so with an A++ financial strength score from A.M. Best, the highest rating possible.
Client Focused ➔ Leadership ➔ Partnership ➔ Accountability ➔ Camaraderie
Client Focused ➔ Leadership ➔ Partnership ➔ Accountability ➔ Camaraderie
We put together a two-step process to determine if becoming a Financial Advisor is the right career for you.
1
Personality Assessment
Learn how your personality stacks up as a Financial Advisor.
15 Minute Exploratory Call
A meet and greet to discuss your results, answer questions, and move on to getting licensed.
2
Commitment to community
We strongly believe in giving back to the community. Here are a few we love.