Chartwell Financial Group
866-834-0695
Memphis, Little Rock, Forrest City
Phase 1 — The Start-Up Process
Phase 1 — The Start-Up Process
The right start for the right people
Stage One — The Opportunity Snapshot
Learn about the rewards of a financial planning career with Chartwell Financial Group.
Stage Two — The Aptitude Intra-View
Do you have what it takes? We’ll spend time together discovering how your experience, skills and education fit into a career in financial services and whether Chartwell Financial Group is right for you.
Stage Three — The CFG Experience
Come spend the day with us. We’ll take you behind the scenes to show you how we create value for our clients. You’ll also meet with our training, education, and marketing team to gain a better understanding about compensation, benefits and expectations.
Stage Four — Career Commitment
We have learned much about each other and you have gained a real insight about a career with Chartwell Financial Group. At this stage a decision to move forward together is reached.
Stage Five — Career Prep-Builder
If you have arrived at this stage you now have the proper licenses to begin a successful career with Chartwell Financial Group. You understand the expectations of the firm and you have formulated
a business plan to execute.
Stage Six — The Fast Start Advantage
Work closely with your CFG mentor to make sure your first 90 days are successful.
Chartwell Financial Group invests in your future with our nationally recognized, comprehensive training and education. Our process is composed of three immersive phases.
“Wealth is the ability to fully experience life.”