Apply for the Alpha Program to Launch and Thrive in the Wealth Management Industry

Program details


  • 5+ years of professional experience – ideally in sales or as account executive 
  • 4 year college degree 
  • Established network within a local community 
  • Strong interpersonal skills
  • Excellent at building relationships
  • Personal or professional leadership experience

Program description

  • 10 week accelerator phase to register and complete specific exams
  • 2 year structured sales training and mentorship program
  • Required attendance to weekly meetings for continued education and mentorship
  • Build your business on an established independent platform upon completing the Alpha Program

program benefits

  • Learn how to become proficient as an advisor, positioning yourself as a resource for families and small businesses 
  • Receive training on investment management, financial planning and risk management
  • Have access to senior advisors with decades of experience for mentorship, training and joint-work
  • As an independent advisor, access the best investment and insurance solutions for your clients

Additional Details

  • Exam reimbursement
  • Commission and draw options available for two years
  • Personalized training and mentorship
  • Build and own your business on an independent platform

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