What to Expect

We appreciate your interest in a career opportunity with Allegis Financial Partners. We are committed to maintaining the highest standard of integrity and professionalism in our relationships. Below are the next steps in our career process, which include two Excel (.xls) worksheets:

WBC Fact Finder

We ask that you complete the WBC Fact Finder on yourself and 2 other individuals with whom you have a comfortable relationship. This exercise will give you exposure to some of the conversations that you would often have with clients and prospective clients as an advisor with Allegis Financial Partners.

[button color=”default” link=”https://allegisfp.com/downloads/WBC_FactFinder.xlsx” size=”large” target=”_blank” block=”false”]Download File[/button]

Project 200

Success in the financial industry depends largely on who you know and interact with. The Allegis Project 200 can be one of many keys to your success. You will identify 200 households that you have relationships with and build upon that to launch your career.

[button color=”default” link=”https://allegisfp.com/downloads/RTImport_Project200.xlsx” size=”large” target=”_blank” block=”false”]Download File[/button]