Advisor Support Staff Intake Form
New Hire Name
*
First Name
Last Name
Preferred Display Name
Personal Email
*
example@example.com
New Hire Job Title
*
New Hire Desired Email
example@example.com
Additional Alias Emails
example@example.com
Last 4 of SSN
*
Office Location
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Proposed Schedule (eg: part time / full time)
Will this be a temporary internship?
*
Yes
No
Advisor Full Name
*
First Name
Last Name
Advisor Email
example@example.com
Targeted Start Date (minimum 14 after form submission date)
*
-
Month
-
Day
Year
Date
Hiring Information
*
Non-Registered Sales Assistant
Registered Sales Assistant
A360 Training with Matthew Kehaya
*
Yes
No
New Hire Brought On Under PEO (Professional Employer Organization)?
*
Please Select
Yes
No
Systems
New Business
MMLIS
FPAS
Wealthscape
Envestnet
Licensing Central
MM Direct
SIERA
Adobe Acrobat (CFG Staff Only)
Adobe Creative Cloud (CFG Staff Only)
Adobe Sign (CFG Staff Only)
Proxy Access Request (if supporting multiple advisors)
AA#
Full Name
Advisor 1
Advisor 2
Advisor 3
Advisor 4
Any in Office Setup Needs?
Onboarding considerations (scheduled vacations, other time conflicts)
*
Submit
Should be Empty: