The Recruiting Process
Whether you are with another Broker-Dealer or already an active recruit with Cambridge, we are open to having a meaningful conversation with you about joining the PJ Advisor Group family. Such an important decision takes time and careful planning. Contact us to learn more about our recruiting process and start your journey.
Introduction
An introductory call will allow us to get to know each other better, ask questions and discuss next steps. Let’s see if you and our Enterprise group can be a good fit.
Pre-licensing
All pre-licensing paperwork is strictly confidential. Nothing is sent to FINRA that would alert a current Broker-Dealer. A Business Analysis and Consumer Report Authorization will provide Cambridge with the background information needed to consider your bid for acceptance.
Ongoing Conversations
It is important for us to keep the lines of communication open so all questions and concerns are addressed. We want you to be completely comfortable with your decision to affiliate with us and be able to hit the ground running.
Enjoy Our Community
As soon as you become part of the PJ Advisor Group family, we will discuss all of the upcoming in-person meeting and training opportunities. Throughout each year Cambridge hosts a comprehensive schedule of conferences, events, and workshops across the country. Our Enterprise group enjoys getting together a few days prior to many of these larger events to socialize as well as run our own agenda.
Transition
Process
Not only is our entire management team dedicated to the success of your transition, you will have the added benefit of working one-on-one with a Transition Coordinator who will guide you through the process step by step to make it as seamless as possible.Â
Cambridge Acceptance
Upon acceptance of your pre-licensing paperwork you will receive a Letter of Understanding and Compensation Agreement outlining the benefits, fees, and other terms of your relationship with Cambridge. It is at this point that your Transition officially begins.