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Thank you for your interest in a Career at The Bulfinch Group!
Name
*
First Name
Last Name
My Experience
*
I am currently working in Financial Services
I am looking to change careers and have no experience in Financial Services
I am looking to change careers and have some past experience in Financial Services
I am a recent college or MBA graduate
My Career Interest
*
Financial Representative / Financial Advisor
Staff
Other - Enter Details in Comments Below
Current College/University and Expected Graduation Year
*Please explain in a few sentences why you are interested in a career as a Financial Advisor (5-10 sentences MAX)
*
Please refrain from relying only on ChatGPT for your answers, failure to do so will result in a removal of your application from our pool.
*Please explain in a few sentences what drew you to apply to The Bulfinch Group -- why our firm? (2-5 sentences MAX
*
Please refrain from relying only on ChatGPT for your answers, failure to do so will result in a removal of your application from our pool.
*Tell us about a time you had to overcome a challenge or obstacle, big or small, and how you went about doing so (5-10 sentences MAX)
*
Please refrain from relying only on ChatGPT for your answers, failure to do so will result in a removal of your application from our pool.
Please explain in a few sentences why you are interested in a career as a Financial Advisor (3-6 sentences MAX)
*
Please refrain from relying only on ChatGPT for your answers, failure to do so will result in a removal of your application from our pool. Thank you.
What are some strengths or experiences that you have that you feel would make you successful in this type of position? (3-6 sentences MAX)
*
Please refrain from relying only on ChatGPT for your answers, failure to do so will result in a removal of your application from our pool. Thank you.
Please explain in a few sentences what drew you to apply to our Pre-Career Training Program at The Bulfinch Group -- why this program at this firm? (3-6 sentences MAX)
*
Please refrain from relying only on ChatGPT for your answers, failure to do so will result in a removal of your application from our pool. Thank you.
Tell us about a time you had to overcome a challenge or obstacle, big or small, and how you went about doing so (3-6 sentences MAX)
*
Please refrain from relying only on ChatGPT for your answers, failure to do so will result in a removal of your application from our pool. Thank you.
Tell us about a project or accomplishment you're proud of and why (3-6 sentences MAX)
*
Please refrain from relying only on ChatGPT for your answers, failure to do so will result in a removal of your application from our pool. Thank you.
Licenses I Hold
*
Securities Licenses (Add specific registrations in Comments below)
Life and Disability/Health Insurance Licenses
Life Insurance License Only
I have no licenses but I am prepared to get licensed
Highest Level of Education:
*
High School / GED
Some College
Associates Degree
Bachelors Degree
MBA
Master Degree
PhD
Other
Do you hold any additional degrees/designations?
JD
ChFC®
CFP®
RICP®
CPA
CFA®
LUCTF
CMA
Other
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
I Preferred to be Contacted by:
*
Phone
Email
Text Message
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